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Jill on Money with Jill Schlesinger

The Future of Wealth Management Part Two

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 15 December 2024

⏱️ 23 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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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

Click on a timestamp to play from that location

0:00.0

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0:03.0

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0:06.9

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0:09.3

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0:13.9

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0:16.9

Sign up for a £1 per month trial period at Shopify.com.com slash special offer or lowercase.

0:23.1

That's Shopify.com.com slash special offer.

0:28.6

Hey, want to hear a PC game pass advert? Oh, I'll take your silence as a yes.

0:33.2

Want you games on day one like Call of Duty Black Op 6 or Stalker 2? I thought so.

0:38.3

How about unlocking all the League of Legends champions when you link your Riot Games account?

0:42.2

Or for one low monthly price?

0:43.9

Well guess what?

0:44.8

We got you.

0:46.0

Learn more at Xbox.com slash PC Game Pass.

0:48.9

Stalker 2 available November 20th, 2024.

0:51.2

Game catalog varies by region and overtime.

0:53.4

And yeah, that's the end of the script.

1:00.2

Welcome to the Jill On Money Show. It's Sunday, December 15th. And today we are airing the second

1:05.9

part of our interview with Marg Franklin, the president and CEO of the CFA Institute. If you haven't listened to

1:13.4

yesterday yet, do so because I think that's a great warm up. Today with Marg, we are going to chat

1:19.5

about what are the skills that advisors of the future need. She's also going to do a nice takedown

1:25.3

of social media influencers, a term I despise and yet I have to say anyway. She's also going to do a nice takedown of social media fin influencers, a term I despise,

...

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