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#394 Paul Barrett

Author
Ensombl
Published
Wed 26 Apr 2023
Episode Link
http://xyadviser.com/394-paul-barrett

Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice.

Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/

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