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In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft.
Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this.
Join our community: www.nextgenplanners.co.uk
By NextGen Planners3.5
44 ratings
In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft.
Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this.
Join our community: www.nextgenplanners.co.uk

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