In this episode, I catch up for a virtual coffee with Peter Lord who is the Founder of the well known personal finance app Money Brillant and more recently, Best Financial Friend.

 

We cover...

• The journey and lessons learned from launching multiple start-ups in the Financial Services Industry.
• How Peter and his team are scaling financial coaching and cashflow coaching Australia wide.
• ASIC Initiatives for fintech development within Australia
• Methods to keep clients accountable and on track toward their financial goals.
• Leveraging technology for better client outcomes.
• The challenges, potential opportunities now & in the future for the Financial Services Industry.

 

Enjoy and let us know what you think by dropping a review.