Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely. Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/ Verse Wealth Website: https://www.versewealth.com.au/ FAAA Website: https://faaa.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230713 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/