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Efficiency Series #4 – Transcript
In this episode we discuss the issue of compliance when dealing with software.
Efficiency Series #5 – Transcript
In this final installment we cover the change management process of implementing new technology into an advice practice.
#258 Ross Marais – Transcript
Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help …
Choosing the Right Clients for Your Practice with Rajen Devadason – Transcript
In this episode, Gwen chats with Rajen Devadason, Senior Financial Planner, Columnist, Author, Professional Speaker and CEO of …
11 OCT 21 – Monday Market Highlights – Transcript
Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to …
#257 Tom Haigh – Transcript
Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to …
#18 Didintle Mokonoto – Transcript
Didi is the Strategic Enablement Manager at Astute – The Financial Services Exchange. She and Louis discuss her …
#256 Richard Dunkerley – Transcript
Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of …