Season 1 · Episode 26
Julia Carreon: Transforming WealthTech
The Phil Bak Podcast · Phil Bak, Julia Carreon
March 1, 202142m 0s
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Show Notes
Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.
- Innovation and technology in financial services
- Why legacy firms struggle to adapt
- The coming generational wealth transfer
- Being self-promotional and out front
- Lots more