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The Future of Wealth Management Part Two

Jill on Money with Jill Schlesinger
Jill on Money with Jill Schlesinger
Episode • Dec 15, 2024 • 22m

This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.

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