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.
Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where multidisciplinary practice is heading in the future.
RESOURCES & LINKS MENTIONED
To find out more about Xeppo
Greg’s contact details are
Scott’s contact details are:
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