Your Next Client is You #4

Ensombl Advice Australia

English - February 13, 2024 11:20 - 1 hour - 77.2 MB
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Next Episode: Your Next Client is You #3

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support.

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/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

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