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Fintech pioneer discusses the present and future state of being a successful financial advisor

Jud Bergman, the founder of Envestnet, has been at the nexus of every major trend happening in the financial services industry for the past 15 years

2020-03-10T08:18:32-05:00By |Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on Fintech pioneer discusses the present and future state of being a successful financial advisor