One of the unintended consequences of what financial professionals have been advising for decades turned out to be a challenge when trying to make sense of one’s entire wealth position.
The advice is sound. However, it makes reporting on the progress extremely difficult.
In this episode, Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about this challenge, the importance of solving the problem, and the trust and value that is created in the process.
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