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Show Notes
This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
iFactFind Website: https://ifactfind.com.au/ Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Curiosity Corner (Airtable) website: https://www.airtable.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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