Anand is the CEO and Founder of Pulse360, which minimizes advisers’ workload by automating daily tasks. He chats to Louis about how he got into financial servies, what Pulse360 is up to currently, and what we can look forward to in the future.
Anand Sheth LinkedIn
Pulse360 Website
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
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You can get a transcript of this podcast here
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#100 Andy Hart
To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven …
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#99 Juan Mirfin
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the …
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#98 Dylan Verreynne
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#94 Ashley Quamme
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#91 Kathi Balasek
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