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Show Notes
David Stamp is a financial adviser with a difference. Not content with the inefficiencies involved in the advice process, he hired a tech team and spent over a decade automating and refining as much of the advice process as he could. The result? 2,000 clients on his book, and younger members of the team bemoaning that they only onboarded 200 clients in a single year. In this podcast, David tells Ian exactly how he did it, and how technology could usher in a new paradigm for financial planning.