
Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey
Between Meetings with Matt Heine
00:00
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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