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10min chapter
Engine Room Podcast #57 - Adam Morse
Ensombl Advice Australia
Integrating Technology in High-Net-Worth Advisory
This chapter explores the role of technology in enhancing client experiences and efficiency in high-net-worth advisory services. It discusses tools like Cognito Forms and HubSpot, emphasizing the significance of financial modeling and the evolving role of advisors in leveraging these technologies. The conversation also highlights the importance of collaboration, emotional intelligence, and community support within the financial advice industry.
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