You're A Financial Planner; Now What?
Disruption is Coming. Are You Ready?
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:00:00
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Sinopse
Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.
