Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice. CDM Solutions Website:  https://www.cdmsolutions.com.au/  Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/   Curiosity Corner (My Mind): https://mymind.com    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230428 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/