Ep 14: If you build it, they will come...

In the next episode of AdviserTech Unplugged, Founder of Octo Members wealth management community, Lee Robertson chats to our host Sim Sangha about his reasons for creating an online community for advisers to share ideas and experiences.

Lee explains why it is so important for advisers to develop relationships with their industry peers, test ideas, challenge each other, and learn collaboratively in a safe collegial space.

Lee chats about his career, the Octo community, lessons learned, and the massive value of mentors and mentees.