Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

AdviceTech Podcast #15 - Think Caddie

Informações:

Sinopsis

In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training. Think Caddie Website: https://www.thinkcaddie.com Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/    Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/   Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/