The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, business models and fee structures, and shifting consumer expectations.
All content for The Innovating Advice Show is the property of Kate Holmes and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, business models and fee structures, and shifting consumer expectations.
Plan for Full Time Living, Not Retirement with Natalie Yan-Chatonsky [Ep76]
The Innovating Advice Show
40 minutes 33 seconds
4 years ago
Plan for Full Time Living, Not Retirement with Natalie Yan-Chatonsky [Ep76]
The Innovating Advice Show
The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, business models and fee structures, and shifting consumer expectations.
