• Adviser Innovation Podcast

  • 著者： Momentum Media
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Adviser Innovation Podcast

著者： Momentum Media
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  • Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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あらすじ・解説

Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
All rights reserved
個人ファイナンス 経済学
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エピソード
  • Client-centric innovation with Netwealth's Matt Heine

    Client-centric innovation with Netwealth's Matt Heine
    2018/05/24
    Fresh from a study tour to so-called 'Silicon Alley', Netwealth joint managing director Matt Heine speaks to Aleks Vickovich about how innovative technology and business models can help drive client value and experience. www.adviserinnovation.com.au
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    15 分
  • Netwealth’s Matt Heine and AI Summit 2017 Preview

    Netwealth’s Matt Heine and AI Summit 2017 Preview
    2017/05/26
    Fresh from his latest trip to Silicon Valley, Netwealth joint managing director Matt Heine drops by the Adviser Innovation studio to give a glimpse of his upcoming presentation at the Adviser Innovation Summit 2017, helping advisers to stay relevant now and in the future. http://www.adviserinnovation.com.au
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    10 分
  • AFA Adviser of the Year and Zurich talk tech travel

    AFA Adviser of the Year and Zurich talk tech travel
    2017/03/07
    In this first episode of the Adviser Innovation Podcast, Zurich's Richard Dunkerley and AFA Adviser of the Year Darren Johns speak with Adviser Innovation managing editor Aleks Vickovich about their upcoming trip to one of the world's leading technology conferences, SXSW Interactive in Texas, and discuss a number of innovation trends, including the importance of health and 'MedTech' to advisers, and the AFA Adviser of the Year and Practice of the Year programs. http://www.adviserinnovation.com.au
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    33 分

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