Ep 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance Australia
Released Wednesday, 26th August 2020
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Ep 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance Australia
Ep 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance Australia
Wednesday, 26th August 2020
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Dan Rake, COO at Freedom Finance Australia chats to Matt about selecting and deploying AdviceTech to meet the needs of a multi-disciplinary firm, which technologies have provided the biggest business and client benefits and the process of creating his own digital coaching tool, Cleva.
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From The Podcast
Between Meetings with Matt Heine
In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.Join Podchaser to...
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