EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow

The Flexible Advisor
08/03/2023 25 min
EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow

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Episode Synopsis

It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technology …

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