In Conversation With…Tessa Lee, Managing Director,  moneyinfo
The Money Marketing Podcast

In Conversation With…Tessa Lee, Managing Director, moneyinfo

2023-02-01

In the latest episode of In Conversation With, Tessa Lee, managing director of Moneyinfo, speaks to chief reporter Lois Vallely about the huge shift we are seeing in how advisory firms are using technology, and the move towards a hybrid advice model. Lee also talks about her background in fintech, and how she rose up the ranks at Moneyinfo.

 

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