Navigated to #509 Michelle Flanagan

#509 Michelle Flanagan

September 24
42 mins

Episode Description

Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base.

Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/
The Wealth Designers Website: https://twd.com.au/

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