Asif Naidu

Join Asif Naidu on 'Advice Amplified' as he shares the transformation journey of Fiscal Engineers, highlighting the strategic shifts and digital integration that led to unprecedented growth and efficiency. Dive into the challenges of scaling, the importance of data in decision-making, and the balance between technology and personalised service in financial advising. Gain insights into the future of financial services and the continuous quest for innovation and improved client delivery.

In this episode, Pete and Asif discuss:

• 00:00 Introducing Asif Naidu
• 00:40 Fiscal Engineers’ journey
• 03:24 What’s the trigger point for transformational change?
• 05:20 Reviewing processes • Value points
• 09:25 Difficulties pioneering change
• 11:28 Technological vs organisational efficiency
• 13:24 Change effects on clients
• 14:32 The future of Fiscal Engineers and tech
• 16:47 Gradual and significant changes in financial industry