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Ensombl Advice Australia

Ensombl Advice Australia

Veröffentlicht: 2024-06-13
© Copyright Ensombl
Ensombl Advice Australia - QR Code
870 Folgen
Audio
Anhören auf Apple Podcasts
870 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2024-06-13
© Copyright Ensombl
Aktuelle Folge
AdviceTech Podcast #87 - LivePreso Advice

AdviceTech Podcast #87 - LivePreso Advice

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors...
Länge: 43:32
This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.
Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/
LivePreso Website: https://www.livepreso.com/advice
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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Folgen-ID: 1000658909392
GUID: 1491c54c-5406-4115-85d7-daa3a0027fb5
Erscheinungs­datum: 13.6.2024, 15:00:00

Beschreibung

Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.

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