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: …
An kasa rubuta wannan sashe har yanzu
Yi amfani da STT.ai don rubuta wannan sashe tare da AI. Ka sami rubutu mai kyau tare da gano mai magana, da alamun lokaci, da fitarwa cikin sifofi da yawa.