Dec 19, 2019
In our 100th episode of the goals-based advice podcast, we chat to Jacqui Henderson, founder & CEO of advice intelligence. She provides us with an extensive analysis on goals-based advice by going through each chapter of her GBA whitepaper. Jacqui gives us a theoretical and practical application of goals-based advice demonstrating how advice intelligence can shift advisers to a new world.
You can hear our conversation with Jacqui (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.