Future Proof Your Business With the Next Generation of Investors
How can financial advisors future-proof their business? Find out what advice younger audiences want and how to engage with them in a meaningful way.
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In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.