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Integrating Adviser Technology with Rich Weatherburn
Manage episode 297236028 series 2950105
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/
243 つのエピソード
Manage episode 297236028 series 2950105
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/
243 つのエピソード
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