Money Mechanics Melbourne, Melbourne, VIC Videos
Videos by Money Mechanics Melbourne in Melbourne. financial advice, superannuation, wealth creation, education
Check out the latest episode of Looking Under the Hood - Unpacking Money.
I am joined by Keith Barrett from Reverb Media and Scott Miller from Asendium to unpack the advice experience but also talk about Statements of Advice and some of the other documentation and process involved when you engage with a Financial Adviser. We touch on how innovation and technology can be (and will be) a game changer in the provision of advice in the future.
It was my first double guest chat which was exciting but also daunting as a host but we had a fun discussion and hope you enjoy it.
https://omny.fm/shows/moneymechanics/unpacking-advice-experience-and-statements-of-advi
to enable soundOther Money Mechanics Melbourne videos
Check out the latest episode of Looking Under the Hood - Unpacking Money. I am joined by Keith Barrett from Reverb Media and Scott Miller from Asendium to unpack the advice experience but also talk about Statements of Advice and some of the other documentation and process involved when you engage with a Financial Adviser. We touch on how innovation and technology can be (and will be) a game changer in the provision of advice in the future. It was my first double guest chat which was exciting but also daunting as a host but we had a fun discussion and hope you enjoy it. https://omny.fm/shows/moneymechanics/unpacking-advice-experience-and-statements-of-advi