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

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

Released Wednesday, 27th September 2023
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Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

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

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

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

Wednesday, 27th September 2023
Good episode? Give it some love!
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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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Financial Planning

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

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