All season long, Peter has talked about the Omni Formula and the different steps and in this episode, the main focus is Portfolio Managers. To talk about this important step, Peter is joined by three unique voices to break down the role and why you need a portfolio manager.

Jeff Gruber from Dixon Mitchell, Janice Sowden of Connor, Clark and Lunn and Chris Ambridge of Provisus Wealth Management all take their turn in the hot seat. 

It's an informative episode you don't want to miss.

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