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When the technology behind a financial platform changes, advisers can feel the impact long before the project is finished.

In this episode of PROpulsion LIVE, Georgina Smith joins us to unpack the recent migration of assets from the legacy STANLIB LISP platform to INN8, an 18-month project involving multiple channels, advisers, clients, products and internal teams.

We explore what made the migration work, what the team learned along the way, what Georgina would do differently, and why communication, preparation, feedback and expectation management matter so much during major technology change.

Georgina also shares the parallels between managing a prozject of this scale and her 72 km open-water swim from Fish Hoek to Hout Bay, including the role of preparation, resilience, teamwork and adapting when conditions change.
For financial advisers, the conversation turns practical.

We discuss:
- Why advisers should care when platform technology changes
- What questions they should be asking
- How technology change can affect advisers, support teams and clients
- What good communication and support from a platform should look like
- Why adviser engagement matters before, during and after the change
- What advisers can do to prepare rather than simply react

The big question we explore is:
What can advisers learn from a major platform migration about preparing for and managing technology change?

PROpulsion LIVE helps financial planners and advice businesses move From Knowing to Doing.