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: …
Бұл эпизод әлі транскрипцияланбаған
Бұл эпизодты AI- мен транскрипциялау үшін STT.ai- ды қолданыңыз. Сөйлеушілерді анықтау, уақыт белгісі, бірнеше пішімдерге экспорттау арқылы дәл мәтін алыңыз.