Lifespan Live Season Two Episode 2. Building a thriving advice business of the future.

03/06/2021 21 min Temporada 2 Episodio 2
Lifespan Live Season Two Episode 2. Building a thriving advice business of the future.

Listen "Lifespan Live Season Two Episode 2. Building a thriving advice business of the future."

Episode Synopsis

Michael Gershkov, National Practice Manager (Lifespan Financial Planning), and Kris Meuwissen Adviser and Founder (Wealtheon) discuss the journey to building a thriving advice business, and the role that technology plays in delivering sustainable, quality advice to clients.