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Show Notes
The lockdown made advisers and wealth managers think twice about their tech stack, so in this episode, Ian invites NextWealth’s managing director Heather Hopkins to offer her take on the next advancements in advice and wealth tech. While the episode was recorded on Groundhog Day, this conversation helps outline why change and progression. This message is not exclusively for advisers and wealth managers, so we also shine a spotlight on product providers, and what they need to do in order to service their markets proficiently.