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Technology & The Advice Gap with Dan Marsh & James Priday
In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.
Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.
Join our community: https://nextgenplanners.co.uk/join-our-community/
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By NextGen Planners
3.5
44 ratings
In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.
Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.
Join our community: https://nextgenplanners.co.uk/join-our-community/
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