In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the importance of taking a human first approach with clients, how every advisor can incorporate AI into their practices and why she is reframing the way first generation wealth builders think about …
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TLDR
Devin Friedman, Sarah Rieger, Matthew Karasz