The Evolution of Planning with Bob Jazwinski

Episode 206  ·  Aug 27, 12:01 AM
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We focused on the evolution of the financial planning profession, the principles that have guided success, the growing wealth gap and financial literacy challenges, the role of artificial intelligence in advisory firms, and the broader meaning of money in the context of a fulfilling life, with Bob Jazwinski, Co-CEO of JFS Wealth Advisors. 

You can learn more about Bob at JFSWA.com, Facebook, and LinkedIn.

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