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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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Jul 1, 2022

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite. 

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

Join our community: https://bit.ly/3yhvhFW 

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