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Episode 037
Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care
Question that Adam asks Tessa:
- Tessa’s background in Financial Services
- How Moneyinfo was created and what problem is solves
- How Moneyinfo see the way the market is evolving
- How to use aggregation tools as part of the financial planning process
- What is next for money info
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