Proudly sponsored by Netwealth. In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation.
AstuteWheel Website
Hans Egger LinkedIn
Curiosity Corner (Glide) website
Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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