AE Group - The Inside Word #20, Charmaine Hall (Unbound Financial)

Let’s learn about Charmaine Hall of Unbound Financial as she shares her background, passion, and interesting facts. She also speaks briefly about his work environment in Wangaratta, how his fast-growing solo practice operates, and what he enjoys about building a community-driven advice business. She discusses his coolest and most memorable advising strategies, her approach to fee models, and how she is incorporating AI into advice delivery, workflows, and client experience while balancing strong privacy and data custody considerations.