In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication.
Planimate Website: https://planimate.com.au/ Anisul Islam LinkedIn: https://www.linkedin.com/in/anisulislam/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250404
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
