Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc
Previous Posts
AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years
The Unlock: Building the Best Advisor Tech Stack
The Wealthy Barber Podcast with Preet Banerjee
Financial Statements
Beyond MD Podcast: Re-Examining Pension Plans
The Fuse Show: Generative AI
How advisors can introduce artificial intelligence into their practices
AI and the Next Evolution of Advice
Dividends: Taxation, Integration, and Mental Accounting
Why stress testing financial plans goes beyond bracing for market volatility
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