DBA Lawyers/Professional Planner
May/June 2011 SMSF Seminar Series

CLICK HERE to download a brochure containing more information on the times, dates and venues for the May/June 2011 DBA Lawyers/Professional Planner SMSF Seminar Series. The brochure includes a registration form, on Page 2.

All attendees at DBA Lawyers/Professional Planner SMSF seminars are offered a complimentary subscription to Professional Planner magazine. Ask at the event you attend for details on how to take up this offer.

,

Leave a Comment

Claude for Advisors hints at a bigger problem than just meeting prep

Claude for Advisors hints at a bigger problem than just meeting prep

If advice businesses need an AI orchestrator like Claude for Financial Advisors to connect multiple systems in order to gather information for client meetings, then the problem they have is not just prepping for meetings, but the multitude of systems and fragmented data.

Sort content by