Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
Tech Trends Series #5
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:00:31
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Sinopsis
In this final installment we talk about the evolution of technology and what the future may hold. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/ James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/ Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/