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.
Shedding Old Belief Systems and Structures in Order to Grow with Penny Phillips [Ep77]
The Innovating Advice Show
39 minutes 14 seconds
4 years ago
Shedding Old Belief Systems and Structures in Order to Grow with Penny Phillips [Ep77]
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.
