NextWealth Insights

NextWealth Insights: Season 2, Episode 4


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In episode 4, Heather Hopkins and Emma Napier discuss the insights shared by Daniel Harrison, CEO of True Potential during his NextWealth Live 2023 Fireside Chat.


In this episode, Daniel Harrison shares his thoughts on True Potential future strategy, hybrid advice and what the next generation will want from financial advice.

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NextWealth InsightsBy NextWealth