4.2K
Downloads
40
Episodes
The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
Episodes
Thursday Feb 10, 2022
Thursday Feb 10, 2022
In the next episode of AdviserTech Unplugged, Founder of Octo Members wealth management community, Lee Robertson chats to our host Sim Sangha about his reasons for creating an online community for advisers to share ideas and experiences.
Lee explains why it is so important for advisers to develop relationships with their industry peers, test ideas, challenge each other, and learn collaboratively in a safe collegial space.
Lee chats about his career, the Octo community, lessons learned, and the massive value of mentors and mentees.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.