Wealth Management in a Digital Future with Greg Dillon, Founding Partner of OneTeam Financial

from VISION by Protiviti · host Protiviti

In this VISION by Protiviti podcast, Joe Kornik, Editor-in-Chief of VISION by Protiviti, sits down with Greg Dillon, founding partner and principal of OneTeam Financial. Dillon, Head of Wealth Management and Retirement Income Planning and leader of the wealth management division, talks the financial future, wealth management and AI, the dollar, and the debt. You can visit Greg Dillon’s LinkedIn page here: www.linkedin.com/in/gregory-dillon-cfa-cfp-158a055a/.To see more content on the future of money and other megatrends, please visit VISION by Protiviti at vision.protiviti.com and subscribe.

Episode metadata supplied by the publisher feed · Published Jan 29, 2024

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Wealth Management in a Digital Future with Greg Dillon, Founding Partner of OneTeam Financial

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