Kate Holmes
The Innovating Advice Show
The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, business models and fee structures, and shifting consumer expectations.
Copyright © 2021 Innovating Advice
Sign up to track rankings and reviews from Spotify, Apple Podcasts and more.