The Future of Financial Planning With Craig Lemoine (Ep. 50) Podcast Por  arte de portada

The Future of Financial Planning With Craig Lemoine (Ep. 50)

The Future of Financial Planning With Craig Lemoine (Ep. 50)

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If you close your eyes and imagine the next generation of financial planners, what do they look like? How will they be interacting with clients? How will technology influence their financial planning strategies and communication with clients? In this episode, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of …

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