Episode 78 – The Evolution of Retirement Planning – With Tony Leal

Power Your Advice

English - March 29, 2022 12:00 - 18 minutes - 42.4 MB
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Tony Leal is President at Envestnet | MoneyGuide, a resource that helps advisors’ clients define and prioritize their goals into needs, wants and wishes before meeting with them. In today’s episode, Doug and Tony talk about the evolution of retirement planning over the last 20 years and how Envestnet, through the MoneyGuide Pro platform, helps … Continue reading Episode 78 – The Evolution of Retirement Planning – With Tony Leal →