Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

Financial Planning
27/09/2023 23 min
Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

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Episode Synopsis

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

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