<ul> <li>Tessa's background in Financial Services</li> <li>How Moneyinfo was created and what problem is solves</li> <li>How Moneyinfo see the way the market is evolving</li> <li>How to use aggregation tools as part of the financial planning process</li> <li>What is next for money info</li> </ul>

Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info

Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

Business

Careers

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

Share Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

Sign up to save your podcasts

Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

More shows like NextGen Planners

All-In with Chamath, Jason, Sacks & Friedberg

Parenting Hell with Rob Beckett and Josh Widdicombe

Adviser 3.0: The Podcast

TRAP: The Real Adviser Podcast

Bulletproof Entrepreneur