The Great Wealth Transfer with Veronique Morel, Raymond James
The Great Wealth Transfer with Veronique Morel, Raymond James
26 Jun 2024
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Description
Veronique Morel, Senior Wealth Manager - Branch Principal, Raymond James, shares her insights into the generational wealth transfer and why customer segmentation is an important part of business strategy moving forward. She also discusses the rising demand for sustainable investments among millennials and the need to integrate ESG factors into investment processes.
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