Episode Synopsis "Financial Advisor's Playbook - Episode 5"

In this episode of the Financial Advisor's Playbook, Minna and Katie talk about technology and the client impact with Andrew Rodgers.

Listen "Financial Advisor's Playbook - Episode 5"

More episodes of the podcast Financial Advisor's Playbook

• Financial Advisor's Playbook - Goal Planning
• Financial Advisor's Playbook - Episode 5
• Financial Advisor's Playbook - Episode 4
• Financial Advisor's Playbook - Episode 3
• Financial Advisor's Playbook - Episode 2
• Financial Advisor's Playbook - Episode 1