🚀 Blast Off Into the Tech-Stratosphere with Ensombl Latest Podcast Series! 🚀
Hey there, advice explorers! 🌟 Peita Diamantidis here, and I've got something that's going to make your geeky tech hearts do a little dance of joy. 🕺💃
We've just wrapped up a podcast series with Ensombl that's basically the love child of financial advice and tech innovation. Think of it as "The Breakfast Club" meets "Iron Man" - a group of diverse, brilliant minds coming together, not to serve detention, but to revolutionise the way we think about tech in our financial advice practices. 🎧🔧
Our guests weren't just any guests. They were the Avengers of financial advice, each bringing their unique superpowers (and tech journeys) to the table. From Andrew Grinsell's laser-focused insights to Courtenay Walker's client experience genius, Jamie Ardern's pragmatic approach, Nigel Baker's visionary outlook, and, of course, the tech guru himself, Andrew Whelan from Dash, sharing pearls of wisdom at each episode's end. 🦸♂️🦸♀️
Together, we dived deep into the digital rabbit hole, exploring how to select, implement, and optimise technology to not just enhance our practices but to truly transform the client experience. And guess what? Our businesses became "Our Next Client" in the process, teaching us a thing or two about treating our operations with the same care and strategic thinking we offer our clients.
👉 Swipe right on tech love and check out the episodes here: https://lnkd.in/gGWSpg26
And a virtual hi five to DASH Technology Group who has been the Yoda to our Luke Skywalker, sponsoring this journey and offering invaluable insights into navigating the tech selection galaxy. 🌌
Ready to join us on this interstellar journey to tech enlightenment? 🌠 #financialplanning #financialadvisor #TechRevolution #adviceexplorers
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.
Featuring Andrew Grinsell, Courtenay Walker, Jamie Ardern, Nigel Baker and Andrew Whelan.
Get the episodes here: https://lnkd.in/gXd-hAhB
Complete advice: financial planning software and investment platform all in one place. Visit DASH Technology Group to find out more - https://lnkd.in/gcCV_nPc
#financialplanning #financialadvisor
![Your Next Client is You - Ensombl]()
Your Next Client is You - Ensombl
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