  This week’s show features guest Stephen Mohan, Managing Director of Operational Services of Cofunds.  Stephen joins us to talk about financial services through the lens of Jobs-to-be-Done. We contrast how the financial planner’s view of the competitive set (retirement … <a href="https://jobstobedone.org/radio/financial-services-through-the-lens-of-jobs-to-be-done/"><br /><br />Read More </a>

This week’s show features guest Stephen Mohan, Managing Director of Operational Services of Cofunds. Stephen joins us to talk about financial services through the lens of Jobs-to-be-Done. We contrast how the financial planner’s view of the competitive set (retirement … Read More

&nbsp; This week’s show features guest Stephen Mohan, Managing Director of Operational Services of Cofunds. &nbsp;Stephen joins us to talk about financial services through the lens of Jobs-to-be-Done. We contrast how the financial planner’s view of the competitive set (retirement … <a href="https://jobstobedone.org/radio/financial-services-through-the-lens-of-jobs-to-be-done/" rel="noopener noreferrer"><br><br>Read More </a>

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Financial Services Through the Lens of Jobs-to-be-Done

Financial Services Through the Lens of Jobs-to-be-Done