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Show Notes
Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely.
Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/ Verse Wealth Website: https://www.versewealth.com.au/ FAAA Website: https://faaa.au/
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