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All images by Matt Fatches – Matt Fatches Photography
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All images by Matt Fatches – Matt Fatches Photography
Professional Planner Dealer Group Summit
Netwealth chief executive Matt Heine believes CRMs will “die a slow death” as their place in the advice process becomes redundant. But the head of the fast-growing platform is aware that licensees are eyeing tech capabilities and the potential control that can be regained over the advice process by being the proprietors of those services.
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