Putting advice in the palm of the client with John Mason

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner. Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Episode metadata supplied by the publisher feed · Published May 1, 2024

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Putting advice in the palm of the client with John Mason

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