Eric Felsenfeld’s Wealth Management Tips

2025 Financial Planning Trends: AI, Ethics, and Personalization


Listen Later

2025 is the year smart, values-based advising becomes a reality. See how AI, ESG investing, and deep personalization are changing the face of finance—with expert insight from Eric Felsenfeld.
...more
View all episodesView all episodes
Download on the App Store

Eric Felsenfeld’s Wealth Management TipsBy Eric Felsenfeld