AdviceTech Podcast #29 - MyProsperity

Ensombl Advice Australia

English - April 06, 2023 13:00 - 50 minutes - 50.4 MB
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Previous Episode: #391 Renae Vercoe

Next Episode: 10 APR 2023 - Monday Market Highlights

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.

MyProsperity Website: https://www.myprosperity.com.au/
Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/
Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu

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