In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
Aaron Breed...
Published 11/21/24
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm.
Matt Coman LinkedIn:...
Published 11/20/24