CRMs in Financial Planning with Wealth Dynamix and Plannr

Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests:Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system”Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships”Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite...