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In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper.
Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers.
Join our community: www.nextgenplanners.co.uk
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In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper.
Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers.
Join our community: www.nextgenplanners.co.uk
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