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Series: Your Next Client is You

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Your Next Client is You

In this series, host Peita Diamantidis is joined by a diverse group of advice practitioners to discuss revolutionising financial advice practices with technology, from the initial implementation to streamlining daily tasks and making client’s lives easier.

 

Host: Peita Diamantidis

Episodes

Your Next Client is You #1

In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox …

Your Next Client is You #2

In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and …

Your Next Client is You #3

In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …

Your Next Client is You #4

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …

Your Next Client is You #5

In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series …

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