Jul 15, 2019
This week on the Adviser Gap podcast, we are delighted to be joined by Heather Hopkins, founder and Managing Director of financial services research firm, NextWealth. After beginning her career in the tech industry, Heather began working with product research firm, Platforum, where her passion for technology and research aligned with the world of financial services. From there, Heather went on to found NextWealth, an innovative research company, helping financial services firms ‘thrive amid disruption’ and making it their mission to understand what’s next in wealth.
Listen in as Heather shares some fascinating insights into the future of financial planning from her unique perspective.
Included in this week’s episode