Dieser Podcast verbindet Finanzplaner mit führenden Fachleuten und bietet aufschlussreiche Diskussionen über Technologie, Preisgestaltung und Kundenbeziehungen, um Wachstum und Erfolg zu fördern.
The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane
S1 E24 • 51 mins • Aug 14, 2025
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- 182NEW
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- 182NEW
- 31Increased by 24
- 164NEW
- 191Decreased by 13
Neueste Folgen
Aug 14, 2025
The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane
S1 E24 • 51 mins
Jul 31, 2025
Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly
S1 E23 • 54 mins
Jul 17, 2025
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
E22 • 45 mins
Jul 3, 2025
Growing Stronger Advice Practices with Terri Reid of Traxiom
E21 • 46 mins
Jun 19, 2025
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
S1 E20 • 39 mins
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