Between Meetings With Matt Heine
Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:22:40
- More information
Informações:
Synopsis
Shane Nicholas, Director & Financial Adviser at Innate Wealth chats to Matt about his balanced approach to selecting the right AdviceTech to meet the needs of his firm, key learnings from being an early adopter of Xeppo and what advice he can give firms who are starting their AdviceTech journey.
