EPISODE · May 3, 2024 · 46 MIN
Tech-Driven Efficiency with George Cooper
from The Plannex Podcast · host Plannex
In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers. Join our community: www.nextgenplanners.co.uk
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