Your Next Client is You #2 Ensombl Advice Australia

In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/