
AdviceTech Podcast #104 - Wealth Maximiser
Ensombl Advice Australia
Navigating Wealth with Personalized Coaching
This chapter discusses the Wealth Maximizer service, aimed at simplifying financial planning through a blend of technology and personal coaching. It emphasizes the importance of customer-centric design and actionable goal setting, particularly for younger generations like Gen Y and Gen Z. The conversation highlights how personalized advice and emotional support are essential in helping clients navigate their financial journeys.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.