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Ensombl on Tour: Growth Series #3
Manage episode 441449989 series 1398082
Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more coaching-oriented approach in financial planning.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
934 epizódok
Manage episode 441449989 series 1398082
Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more coaching-oriented approach in financial planning.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
934 epizódok
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