Ascolta discussioni coinvolgenti con i migliori pianificatori finanziari che condividono le loro esperienze e strategie. Ottieni spunti pratici e ispirazione per la tua pratica.
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
S1 E11 • 50 mins • Feb 13, 2025
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Feb 13, 2025
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
S1 E11 • 50 mins
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Jan 30, 2025
Partnering for Success: Insights from David Haintz of Merchant Investment Management
S1 E10 • 46 mins
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Jan 16, 2025
Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
S1 E9 • 61 mins
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Jan 2, 2025
Pricing Mastery with Phil Little from Slipstream Group
S1 E8 • 44 mins
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Dec 19, 2024
Acquisitions Unpacked: Scaling Smarter with Dan Brown from Coastal Advice Group
E7 • 57 mins
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Australia
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