Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process. Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/ Qwilr Website: https://qwilr.com/ Speed Dating Campaign: https://youtu.be/rGE6VLqiY3E?si=JxMoJYKFwhvAs5yH Qwilr Reimagined SOA Template: https://qwilr.com/advicetech Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241108 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/