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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
|
Written 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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