3 months

Tech Trends Series #1

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Tech Trends Series

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In this episode we talk about Tech Stacks – the before, during and after of the client experience, client portals and security.

Visit Netwealth to learn more about how they can support your advice and wealth business .

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY
Patrick Flynn Website

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY
Caboodle Financial Services Website

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY
KMD Financial Website

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn
TWD Website

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin
Netwealth Website

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