Technology & The Advice Gap with Dan Marsh & James Priday episode artwork

EPISODE · Sep 3, 2021 · 55 MIN

Technology & The Advice Gap with Dan Marsh & James Priday

from The Plannex Podcast · host Plannex

In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management. Here, they discuss how technology can plug The Advice Gap and the future of adviser tech. Join our community: https://nextgenplanners.co.uk/join-our-community/

In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management. Here, they discuss how technology can plug The Advice Gap and the future of adviser tech. Join our community: https://nextgenplanners.co.uk/join-our-community/

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Technology & The Advice Gap with Dan Marsh & James Priday

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This episode is 55 minutes long.

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This episode was published on September 3, 2021.

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In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management. Here, they discuss how technology can plug The Advice Gap and the future of adviser tech. Join our community:...

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