In this final installment we talk about the review process and how to transition clients to a goals-based world.
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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