Putting advice in the palm of the client with John Mason
May 01, 2024•35 min
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Episode description
In this episode of the NextGen Planners TechStack ® 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.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
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