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Show Notes
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions.
Tim Lea LinkedIn: https://www.linkedin.com/in/timothyblea/ Pivot Wealth Website: https://pivotwealth.com.au/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed
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