AdviceTech Podcast #85 – Redefining the Delivery of Financial Planning Services Using Research
AdviceTech Podcast 30 May 2024
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.
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