Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management

Focused on the Future

12-01-2024 • 34 mins

In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the role that a financial advisor plays, how she and her firm are investing in women and why constantly challenging oneself is the only way to evolve …

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