Financial Planning Client Engagement Software.

Sydney, New South Wales
Joined February 2013
AstuteWheel named in Wealthtech 100. Fintech Global has announced it's top 100 most innovative providers of digital solutions having a lasting impact on the wealth industry wealthtech100.com
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How do you standout from other advisers in Australia? Another article of ours published in RiskAdviser: bit.ly/2lqlrJV
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This Thursday we discuss innovation in the advice industry & how we took AW overseas: ow.ly/Xa8L300vPsr
Low invstmnt returns are seeing clients opt out of advice, it's time to talk about your broader service offering. ow.ly/4mIcYI
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6 Steps to Turn Good Advice Into Great Advice: ow.ly/Yv1Z6 #clientengagement
Financial Planners have had to face so many changes in the last decade, not all planners have been able to keep up. ow.ly/Yv0BS
I'm an adviser in my 30s, should I start my own business? Should I buy an existing one? ow.ly/YuZLB
New education requirements and FoFA rules... What does this mean for older advisers? What's it mean for us all? ow.ly/YuO3t
Early Bird Special - Astute Adviser Workshop createsend.com/t/j-AA9D9D57C…
Advice on re-engaging under FOFA - Wealth Professional TV wealthprofessional.com.au/tv…
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Replying to @AstuteWheel
@AstuteWheel ....great recap presentation at #AdviserEdge @SocialAdviser Tks
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Astute Wheel Demonstration 27th February 2013 Gold Coast 10am Brisbane 3pm To find out more email [email protected]
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Astute Wheel retweeted
Great workshop on demonstrating the value of advice with Hans and Michael from @Astutewheel. Looking fwd to next workshop.
#AdviserEdge A great day and excellent info thanks Adviser Edge team and all the presenters.
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#adviseredge Check out our website or catch Hans, Michael or Sharon at the Adviser Edge conference - astutewheel.com.au