In this episode we’re talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.
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Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY
Patrick Flynn Website
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY
Caboodle Financial Services Website
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY
KMD Financial Website
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn
Joint Managing Director at Netwealth
Matt Heine Linkedin
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