Advice 2030 #4 - Ensombl Advice Australia

What this episode covers

In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice. Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/ 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 52 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 final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance...

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.