Bloomberg Surveillance TV: May 24, 2024
Bloomberg Surveillance
Tech Stacks, Financial Advisory, and Success Journey
This chapter delves into the fragmentation of tech stacks and transitions to a promotion for a financial advisory service focused on clear retirement and health care planning. It highlights Nationwide's simplified approach to planning and then touches on the essence of success as a journey requiring discipline and teamwork, promoting a wealth management firm with direct access to investment services.
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