The Meta Advisor: Episode 5

I recently had the privilege of being a guest on The Meta Advisor, a podcast produced by Jeff Spah for financial advisors. On the show, we discuss the idea of "life enrichment" events, which are learning opportunities hosted by financial advisors for the benefit of their clients. We discuss the growing complexity of cloud computing, owning multiple devices, and the need for ongoing tech education. Regardless of whether or not you're a financial advisor, if you're looking for ways to creativity add value to your client's lives, give this show a listen.

The Meta Advisor: Episode 5 →