Julia Carreon: Transforming WealthTech

from The Phil Bak Podcast · host Phil Bak, Julia Carreon

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z. Innovation and technology in financial services Why legacy firms struggle to adapt The coming generational wealth transfer Being self-promotional and out front Lots more

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This episode is 42 minutes long.

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This episode was published on March 1, 2021.

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