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Now displaying: Page 1
Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care 0
Apr 28, 2020
  • Tessa's background in Financial Services
  • How Moneyinfo was created and what problem is solves
  • How Moneyinfo see the way the market is evolving
  • How to use aggregation tools as part of the financial planning process
  • What is next for money info
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