Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss. You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/16" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/16</a>

Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/16

Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss. You can find show notes and more information by clicking here: <a href="https://www.xyplanningnetwork.com/16" rel="noopener noreferrer">https://www.xyplanningnetwork.com/16</a>

Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

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Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin

Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin

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