In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.

MyProsperity Website: https://www.myprosperity.com.au/ Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/ Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4 Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

AdviceTech Podcast #29 - MyProsperity