The Whole Truth: For Financial Advisors

Differentiation with Liz Lenz


Listen Later

Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusses how she decided to make the change, and what she has learned setting up her business.

...more
View all episodesView all episodes
Download on the App Store

The Whole Truth: For Financial AdvisorsBy Touchstone Investments