AdviceTech Podcast #74 - Engagement Hub

Ensombl Advice Australia

English - March 14, 2024 12:00 - 28 minutes - 32.4 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #436 Baz Gardner

Next Episode: #437 Kiera Brown

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.

Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/
Engagement Hub Website: https://engagementhub.net/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315

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/