Wealth Management in a Digital Future with Greg Dillon, Founding Partner of OneTeam Financial
Jan 29, 2024 ·
11m 25s
In this VISION by Protiviti podcast, Joe Kornik, Editor-in-Chief of VISION by Protiviti, sits down with Greg Dillon, founding partner and principal of OneTeam Financial. Dillon, Head of Wealth Management...
show more
In this VISION by Protiviti podcast, Joe Kornik, Editor-in-Chief of VISION by Protiviti, sits down with Greg Dillon, founding partner and principal of OneTeam Financial. Dillon, Head of Wealth Management and Retirement Income Planning and leader of the wealth management division, talks the financial future, wealth management and AI, the dollar, and the debt.
You can visit Greg Dillon’s LinkedIn page here: www.linkedin.com/in/gregory-dillon-cfa-cfp-158a055a/.
To see more content on the future of money and other megatrends, please visit VISION by Protiviti at vision.protiviti.com and subscribe.
show less
You can visit Greg Dillon’s LinkedIn page here: www.linkedin.com/in/gregory-dillon-cfa-cfp-158a055a/.
To see more content on the future of money and other megatrends, please visit VISION by Protiviti at vision.protiviti.com and subscribe.
Information
| Author | Protiviti |
| Website | - |
| Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
