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The Advisor Lab


May 25, 2022

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. 

Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world. 

Check out Zoe at: https://zoefin.com/