Between Meetings with Matt Heine cover image

Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey

Between Meetings with Matt Heine

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Exploring the Global Adoption of Tools by Advice Firms

The chapter explores the rising trend of advice firms utilizing tools, specifically highlighting a new suite in Australia with 42 firms onboard. It underscores the advantages and accessibility these tools offer for advisors seeking to improve their business and enhance client satisfaction.

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