Produced By: Ensombl
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
Accreditation Points Allocation:
0.30 Technical Competence
0.20 Client Care and Practice
0.20 Regulatory Compliance and Consumer Protection
0.10 Professionalism and Ethics
Total CPD Points: 0.80