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Podcast: The Most Hated F-Word
Episode: The Value of a Human-Centric Approach to Financial Advice
Description: With:
Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker
Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps
Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com
Mark McGrath CFP® CIM® CLU® | Financial Planner |
Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner
BIOs:
Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine...