Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning
Nov 15, 2023
38:47
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In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on “where the puck is going”, the debate around ESG and its future, and the many applications and use cases on AI in financial planning. Specifically, Jimmy …
Focused on the Future