Nov 28 2024 35 mins 6
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients.
Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/
AdviseWell Website: https://www.advisewell.co/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241129
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