In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation.
AstuteWheel Website: https://www.astutewheel.com.au/
Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/
Curiosity Corner (Glide) website: https://www.glideapps.com/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/