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The Phil Bak Podcast

Julia Carreon: Transforming WealthTech

Mar 1, 2021
42:00

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.

  • Innovation and technology in financial services
  • Why legacy firms struggle to adapt
  • The coming generational wealth transfer
  • Being self-promotional and out front
  • Lots more

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