In the fourth episode, Yonelisa CFA, CIPM®, sits down with a seasoned wealth management expert, Lisa Kaplan CFP®, CIPM®, who insightfully shares the her life lessons and decisions with a long term perspective and what has shaped her most pivotal moments - personally and professionally, while she leaves us with key career building tips for sustainable success.

Join the conversation and let her inspire you to your own dreams and adventures.

Disclaimer:

This podcast is for educational purposes only and does not constitute financial, investment, or professional advice. The views expressed here are those of the host and guests, reflect their opinions at a point in time, and may change. They do not represent those of the employer or any organisation they are affiliated with at the time. Any forward-looking statements are based on current information and subject to change. Listeners should consult qualified professionals for personalised advice.