Shannon Wood

Professional services company, AZ Next Generation Advisory (AZ NGA) has appointed business transformation specialist, Shannon Wood, to the newly-created role of Head of Business Improvement.

Shannon is an experienced operations and people leader, having held the position of General Manager or Practice Manager at a number of boutique financial planning businesses including Fruition Wealth and Bright Wealth.

At AZ NGA, Shannon’s responsibilities include designing and implementing business improvement programs, M&A integration, and identifying and embedding best practice systems, processes and technology across the AZ NGA network of accounting and financial advisory firms.

She reports to AZ NGA Chief Operating Officer Graham McGeagh.

“As AZ NGA grows, we will steadily bolster our core team to continue supporting our business partners while remaining agile,” Mr McGeagh said.

“A key priority for AZ NGA over the next 2-3 years is to help our businesses develop and execute a Future Firm strategy, so it’s a great time to get Shannon on-board, given her experience in operations, business transformation and change management.”

According to Shannon, the unique opportunity to work with a diverse mix of high-quality businesses attracted her to AZ NGA.

“In my previous roles, I worked inside one business at a time but at AZ NGA, I have the opportunity to work with multiple businesses to effect change,” she said.

“People don’t tend to like change but change is actually positive and should be embraced.”

“Part of my role is to help business owners and leaders adopt and integrate technology solutions, develop and maintain a high performance culture, and ensure staff are engaged and come on the journey.”

The post AZ NGA appoints business improvement specialist to drive future firm strategy appeared first on AdviserVoice.