Progressing from Financial to Life Planning with Lindsay Troxell (Ep. 437)
- Author
- Matt Halloran, CRO at ProudMouth
- Published
- Tue 17 Oct 2023
- Episode Link
- https://proudmouth.com/podcasts/progressing-from-financial-to-life-planning-with-lindsay-troxell-ep-437/?utm_source=rss&utm_medium=rss&utm_campaign=progressing-from-financial-to-life-planning-with-lindsay-troxell-ep-437
The only constant is change.
And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning.
