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: GPerks@perks.com.au

Phone: 08 8273 9210

Web: www.perks.com.au

Linked In: www.linkedin.com/in/gregperks/

Scott’s contact details are:

Email: scott@slipstreamcoaching.com.au

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton