XY Adviser
XY Adviser
Aug 31, 2017
#46 Financial Wellness and Advice with Gavin Glozier
Play • 47 min

In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of the stats around financial wellness program. Learn more of the prospective client journey and how has it been designed. Listen to what technology was helpful and how it affected the bottom line.

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