Ep 69: Professional connections in the digital age with Jacqueline Lockie CFP™ & Philippa Hann
Nov 1, 2023
55:29
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Join Abraham Okusanya for a new episode of Adviser 3.0: The Podcast.
In this episode he is joined by guests, Jacqueline Lockie CFP™ & Philippa Hann, discussing how technology is used to enhance professional connections between Financial Planners and accountants/lawyers.
Adviser 3.0: The Podcast