You're a Financial Planner, Now What?

Disruption is Coming. Are You Ready?


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Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.
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You're a Financial Planner, Now What?By Financial Planning Association

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