Search


	Podcast:		NextGen Podcast
	Episode:		Episode 37 – Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care
	Category:		Business
	Duration:
	Publish Date:		2017-11-23 23:30:55
	Description:		Question that Adam asks Tessa: Tessa’s background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info Show Notes Tessa Lee Twitter Moneyinfo Moneyinfo Twitter The post Episode 37 – Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care appeared first on NextGen Planners.
	Total Play:		0