ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach

The Exceptional Advisor Podcast

16/03/2020 44 min Temporada 3 Episodio 38

Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach

Listen "Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach"

Descargar episodio Ver en sitio original

Episode Synopsis

Robert Powell, editor of Retirement Daily at The Street, interviews Kirstin Hill & Jen Auerbach from Merrill Lynch Wealth Management.

More episodes of the podcast The Exceptional Advisor Podcast

Opportunities and Obstacles for a Successful Retirement 31/03/2025

Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors 19/09/2024

The Retirement Wake-Up Call is Here 11/04/2024

DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice 01/03/2024

Retirement Trends and Challenges 08/02/2024

Transforming Wealth Management with Technology 07/12/2023

What Financial Advisors Need To Know About 403(b) Retirement Plans 21/11/2023

Why AI Poses a Mortal Threat to Financial Advisors 19/10/2023

The Importance of Diverse Perspectives in Teamwork 21/08/2023

Why Do People Hire Their Financial Advisor? 04/08/2023

Ver todos los episodios