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Listen "Episode 26 - Multidisciplinary Practice – Greg Perks"
Episode Synopsis
In this episode we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together.
Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where multi disciplinary practice is heading in the future.
To find out more about Xeppo
Web: www.xeppo.com.au
Greg Perks’ contact details are
Email: [email protected]
Phone: 08 8273 9210
Web: www.perks.com.au
Linked In: www.linkedin.com/in/gregperks/
Scott’s contact details are:
Email: [email protected]
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where multi disciplinary practice is heading in the future.
To find out more about Xeppo
Web: www.xeppo.com.au
Greg Perks’ contact details are
Email: [email protected]
Phone: 08 8273 9210
Web: www.perks.com.au
Linked In: www.linkedin.com/in/gregperks/
Scott’s contact details are:
Email: [email protected]
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
More episodes of the podcast In The Slipstream
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21/06/2023
Episode 73 - Cyber security essentials
21/04/2023
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