Episode details
You can get a transcript of this podcast here
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients.
James Wortley XY: https://www1.xyadviser.com/members/2809319
EFS Mackay Website: https://efsmackay.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast here
More from the ScaleUpSeries
The latest