Putting advice in the palm of the client with John Mason
In this episode of the NextGen Planners TechStack \xae Podcast, Francois Du Toit chats with John Mason from Dynamic Planner.
Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning.\xa0
Discover the NextGen Planners TechStack \xae \U0001f449 nextgenplanners.co.uk/tech-stack
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