Julia Carreon: Transforming WealthTech - a podcast by Phil Bak

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.

• Innovation and technology in financial services
• Why legacy firms struggle to adapt
• The coming generational wealth transfer
• Being self-promotional and out front
• Lots more

Further episodes of The Phil Bak Podcast

Further podcasts by Phil Bak

Website of Phil Bak