Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth
Sep 10, 2020
22:40
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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.
Between Meetings with Matt Heine