In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.
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Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/
Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
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