In this episode, your host, Thomas Spencer, was joined by Andrew Storey, the Group Innovation Director at EV Financial Services, to discuss the impact of technology on financial planning services.

They also talked about Andrew’s professional background and his path into financial services. 

Listen in to learn more about using AI in wealth management. 

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.

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