#524 Retirement Xchange Insights

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26022402-34340001 0.25 Technical Competence 0.25 Client Care and Practice Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring how longevity products and AI-enabled tools can better support clients’ spending, legacy, and overall experience. For a simpler, faster way to write risk visit https://ensombl.com/go/20260225 General Disclaimer – https://www.ensombl.com/disclaimer/