Your Next Client is You #4

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support.

Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

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