Episode 037

Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

Episode 037

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