Financial Planning cover logo

Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

23m · Financial Planning · 27 Sep 15:00

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

The episode Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane from the podcast Financial Planning has a duration of 23:41. It was first published 27 Sep 15:00. The cover art and the content belong to their respective owners.

More episodes from Financial Planning

FP podcast host Justin L. Mack signs off

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

Why RIA custody is ready for another shakeup 

The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

Preston Cherry and Tom Rieman break down the ideal advice experience

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

How to have more impactful ESG conversations with clients

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.

Every Podcast » Financial Planning » Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane