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0.25 Regulatory Compliance and Consumer Protection
0.50 Client Care and Practice

In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration.

Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/
Sandeep Rao LinkedIn: https://www.linkedin.com/in/sandeep-rao-problemsolver/
Engagement Hub Website: https://www.engagementhub.net/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20260123

General Disclaimer – https://www.ensombl.com/disclaimer/