AdviceTech Podcast #163 - RetireMap Update
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022601-28380001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has evolved into a modern, highly integrated, AI-enabled financial modeling tool with a growing support-focused team, aiming to deliver faster, more engaging, and more efficient advice workflows for financial planning practices. Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Eric Tetik LinkedIn: https://www.linkedin.com/in/eric-tetik/ RetireMap Website: https://retiremap.com.au/ Previous Episode: …
Cet épisode n'a pas encore été transcrit
Utilisez STT.ai pour transcrire cet épisode avec l'IA. Obtenez du texte précis avec la détection des haut-parleurs, les horodatages et l'exportation dans plusieurs formats.