In this episode we talk about how to ask the right questions to find your client's true goals, based on their values.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
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