EPISODE · Sep 10, 2020 · 22 MIN
Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth
from Between Meetings with Matt Heine
Shane Nicholas, Director & Financial Adviser at Innate Wealth chats to Matt about his balanced approach to selecting the right AdviceTech to meet the needs of his firm, key learnings from being an early adopter of Xeppo and what advice he can give firms who are starting their AdviceTech journey.
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Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth
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This episode was published on September 10, 2020.
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