Solving The Three Biggest Problems Facing Financial Advisors

from Modern Financial Advisor · host Truelytics by Envestnet

Julie Pinkerton, CEO of ClientFirst by Evozen sat down with Mike Langford to explore how "community" can solve three of the biggest problems facing financial advisors today.

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Frequently Asked Questions

How long is this episode of Modern Financial Advisor?

This episode is 53 minutes long.

When was this Modern Financial Advisor episode published?

This episode was published on October 7, 2022.

What is this episode about?

Julie Pinkerton, CEO of ClientFirst by Evozen sat down with Mike Langford to explore how "community" can solve three of the biggest problems facing financial advisors today.

Can I download this Modern Financial Advisor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

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