How Women and Next Generation Clients Are Influencing Advisory Relationships
33m
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Human-centric Investing Podcast
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Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.
The episode How Women and Next Generation Clients Are Influencing Advisory Relationships from the podcast Human-centric Investing Podcast has a duration of
33:25. It was first published
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How Women and Next Generation Clients Are Influencing Advisory Relationships
Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.