Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care
Apr 28, 2020•46 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
- Tessa's background in Financial Services
- How Moneyinfo was created and what problem is solves
- How Moneyinfo see the way the market is evolving
- How to use aggregation tools as part of the financial planning process
- What is next for money info
For the best experience, listen in Metacast app for iOS or Android