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Show Notes
Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26022402-34340001
0.25 Technical Competence
0.25 Client Care and Practice
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring how longevity products and AI-enabled tools can better support clients’ spending, legacy, and overall experience.
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