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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Technology & The Advice Gap with Dan Marsh & James Priday 0
Sep 3, 2021

In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.

Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.

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