Advice 2030 #2 - Ensombl Advice Australia

What this episode covers

In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions. Tim Lea LinkedIn: https://www.linkedin.com/in/timothyblea/ Pivot Wealth Website: https://pivotwealth.com.au/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 50 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on September 17, 2024.

What is this episode about?

In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.