Your Next Client is You #5

In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making.

Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

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