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Show Notes
In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.
Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engagement Hub Website: https://engagementhub.net/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315
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