EPISODE · Feb 26, 2021 · 44 MIN
Integrating Adviser Technology with Rich Weatherburn
from The Plannex Podcast · host Plannex
In this episode, Dan chats with Rich Weatherburn from 313 Financial in Durham. Here, they chat about the financial planning profession and how it links to personal training, the best parts about running a financial planning firm and how technology can revolutionise financial planning. Join our community: https://nextgenplanners.co.uk/join-our-community/
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Integrating Adviser Technology with Rich Weatherburn
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