Want to create an interactive transcript for this episode?
Podcast: Ensombl Advice Australia
Episode: Client Values and Goals #4
Description: In this episode we discuss how to house your client's goals for ongoing advice conversations. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL...