EPISODE · Jun 3, 2021 · 21 MIN
Lifespan Live Season Two Episode 2. Building a thriving advice business of the future.
from Lifespan Live · host lifespanfp
Michael Gershkov, National Practice Manager (Lifespan Financial Planning), and Kris Meuwissen Adviser and Founder (Wealtheon) discuss the journey to building a thriving advice business, and the role that technology plays in delivering sustainable, quality advice to clients.
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Lifespan Live Season Two Episode 2. Building a thriving advice business of the future.
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