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Hybrid Financial Advice with Rob & Caroline from Ammonite
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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By NextGen Planners
3.5
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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