Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)

Perfectly Integrated

English - June 08, 2022 15:54 - 27 minutes - 38.1 MB - ★★★★ - 6 ratings
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Previous Episode: It’s All About Execution With Kelly Waltrich (Ep.34)

Next Episode: The Two F’s Of Financial Planning With Paul Saganey (Ep.36)

35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding is expanding even before speaking with an advisor. In this episode, Matt Ackermann is joined by Sonya Lutter, Director of Research and Academy at Herbers and Company, they discuss the current …

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