DESCRIPTION SUMMARY OF PODCAST
In this episode, we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together.
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RESOURCES & LINKS MENTIONED
To find out more about Xeppo
Greg’s contact details are
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