EPISODE · Apr 26, 2023 · 35 MIN
#394 Paul Barrett
Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice. Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230427 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
What this episode covers
Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice. Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230427 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
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#394 Paul Barrett
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