
Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
Barron's Advisor
00:00
Bridging Generational Gaps through Financial Education
This chapter features a financial advisor's journey of integrating into a high net worth team and their initiative to launch Finance 101 seminars for clients' children. Through these seminars, the advisor aims to equip the younger generation with essential financial knowledge, receiving encouraging feedback from parents on the importance of such education.
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