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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
By NextGen Planners3.5
44 ratings
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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