AdviceTech Podcast 97 – AstuteWheel

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Podcast

AdviceTech Podcast 97 – AstuteWheel

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In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they’re consistently making. Accreditation Points Allocation: Technical Competence 0.1 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1

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AdviceTech Podcast 97 – AstuteWheel

Podcast

AdviceTech Podcast 97 – AstuteWheel

Quiz

Details

Learning Outcomes

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