30 min

Deeper Client Relationships at Scale #2 - Nicole Stuart Ensombl Podcast

    • Business News

Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies.
Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.
Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/
King Financial Group Website: https://www.kfgroup.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies.
Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.
Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/
King Financial Group Website: https://www.kfgroup.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

30 min