Enhancing Your Technology, Business & Client Experience #4

In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821 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/