You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Disruption is Coming. Are You Ready?

March 30, 2021

Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.