Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years.
Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/ Prosper Advisory Website: https://www.prosperadvisory.com.au/
To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/
Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/