From dreamers to achievers: We meet Senior Client Service Specialist Leah Steele to find out why client service is an art form and how BT is helping Strategy First make financial dreams come true.
From supporter to strategic leader: Michael Hutton reflects on 25 years in wealth management and how BT Panorama is helping HLB Mann Judd’s wealth division lead the way.
From accounting to planning: We talk to Tess Uncle about her journey into financial advice and how BT Panorama is helping Wybenga Financial deliver a different kind of planning.