Digitisation is leaving behind old style firms - Andrew Lumley-Holmes at Fintuity
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Digitisation is leaving behind old style firms - Andrew Lumley-Holmes at Fintuity
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About this listen
Our very first episode of The I just fell into Financial Planning Podcast is with Andy Lumley-Holmes at Fintuity covering his career that spans very nearly a quarter of a century (something he doesn't like me to remind him of).
We cover his time at Edward Jones as a new Adviser door knocking to get clients, to his times as a Financial Planner all over the world living in Hong Kong, Moscow, The US and Cyprus starting off with nothing but a suitcase.
We also talk about his current role at Fintuity and what they are doing for Financial Planners to make their lives easier through the use of tech with their clever platform that has had $4m spent on it.
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