In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.
MyProsperity Website
Karolina Kuszyk
Curiosity Corner (Chat GPT-4)
Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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