Engine Room Podcast #91 - George Collie

In this episode, Andrew Rocks speaks with George Collie from Panorama Wealth about his journey into advice, building a lean and highly efficient practice, and developing his own CRM software using AI to streamline advice production, reduce costs and challenge traditional financial planning technology. George Collie LinkedIn: https://www.linkedin.com/in/georgecollie/ Panorama Wealth Website: https://www.panoramawealth.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/