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The Next Generation Of Financial Advice
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Laurie Stack, Host of Talent Stack, speaks with Jimmy Lee, Founder and CEO of The Wealth Consulting Group, about the changing role of financial advisors and the future of the profession. Their conversation examines how client expectations, technology and industry consolidation are shaping the work advisors do and the businesses they build. Lee discusses the scope of comprehensive advice, including coordination with other professionals and the growing relevance of health, wellness and elder…
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