In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice.
Yodal Website: https://yodal.com.au/ Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/ Curiosity Corner (Drawify): https://drawify.com/home Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230602
General Disclaimer – https://www.ensombl.com/disclaimer/