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Nik Marsh, Managing Director of Ashlea Financial Planning, Talks About CURO

  • by Time4Advice on
Ashlea Financial Planning uses CURO software

Nik Marsh, Managing Director, of Ashlea Financial Planning, a leading Chartered Independent Financial Planning firm, talks about the transformational benefits CURO has delivered to his business. Nik comes from a financial markets background, so he talks about his experience of coming from a sector, where technology automated most things, to the financial advice sector, where at the time, technology was largely either disparate, unconnected or non-existent. Nick also talks candidly about his experience of using other financial advice back-office systems. He goes on to talk about why it is so important to involve the practitioners of your business when selecting and implementing new software.

Please note, this interview was conducted following all social distancing guidelines.
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