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Your Next Client is You #1
Ensombl Advice Australia
English - February 13, 2024 12:20 - 1 hour - 83.5 MBInvesting Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Fox and Hare Website: https://foxandharewealth.com/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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