The Future of Wealth Management Part One
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 14 December 2024
⏱️ 26 minutes
🧾️ Download transcript
Summary
This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.
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Transcript
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| 0:35.5 | Welcome to the Jill on Money Show. |
| 0:43.1 | It's Saturday, December 14th, and we are here answering financial questions, providing guidance, wherever we can. |
| 0:49.5 | If something's going on in your financial life or in your real life and it touches your finances, get in touch with us. |
| 0:52.7 | Go to Jillonmoney.com and click the contact us button. |
| 0:55.2 | Write us that note, and if you'd like to join us on the air live, just check the box. Mark will do everything else. This weekend, we've got a really cool |
| 1:00.6 | and interesting guest. I met Marg Franklin back in September. She was speaking at the Future |
| 1:08.5 | Proof Conference in California. |
| 1:15.6 | And she is the president and CEO of the CFA Institute. |
| 1:17.6 | That's chartered financial analysts. |
| 1:22.0 | Now, she's been in the business of money management for decades before that. |
| 1:26.4 | But she just spoke in a way that broke through a lot of the other clutter. |
| 1:27.6 | And I thought it would be really interesting to bring somebody in the business who's talking about designations and how we deliver |
| 1:33.4 | financial services to people like you and how the industry of providing financial advice |
| 1:39.0 | really has to change going forward. So I'm sure you're going to like this. This is part one of my interview with |
| 1:46.2 | Marg Franklin. So tell us a little bit about what is the CFA Institute so people understand that. |
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