James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients.
James Wortley XY: https://www1.xyadviser.com/members/2809319
EFS Mackay Website: http://efsmackay.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast