Reviews
This is a helpful podcast for anyone who is interested in introducing themselves into the world of wealth management advisory, or wants to hone their skills and better understand this industry. I suggest you annotate, take notes, and create a guide from the expert guests. I’ve had great success...Read full review »
TradesDeal via Apple Podcasts · United States of America · 06/09/19
Probably one of the best wealth management podcasts out there. The interviews are well done and insightful, and Craig is an engaging and knowledgeable host. I’m very excited to hear more adventures from Planet WealthTech.
Trinity Galadriel via Apple Podcasts · Great Britain · 02/27/19
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