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Episode details

In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software will actually be able to solve all your problems.

This series is sponsored by Morningstar. Visit AdviserLogic to find out more about how they can support your business.

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY
Skye Website

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY
Mad About Life Website

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn
Coastal Advice Group Website

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn
Telstra Website

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn
Morningstar Website

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You can get a transcript of this podcast here

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