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Financial Wellness: The New Frontier in Wealth Management

Keena Pettijohn, CEO & founder of Lifelogixs, explains how to use technology to complement financial planning and promote financial wellness.

By Rethinking65

What is financial wellness and why does it matters to your clients? Keena Pettijohn, CEO & founder of Lifelogixs, explains how you can use technology to complement financial planning and promote financial wellness. Learn how to ask questions on personal finance behaviors.

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