Skip to content

Proudly sponsored by Netwealth

Episode details

0:00 – Intro
7:05 – The barriers to accessing financial advice in Australia.
9:26 – Streamlining the financial planning process using technology.
15:11 – Streamlined process for onboarding clients, using client portals.
21:20 – Generating advice documents quickly and efficiently.
23:59 – Reducing the cost of advice using technology.
29:14 – Using AI to reducing time and cost.
34:16 – Streamlining the payment processes for advisors.

Episode links

More from the AdviceTech Podcast

The latest