Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE.
Soundbites From the Show
Learn more about The Foundation For Financial Planning:
Connect with Jon:
Learn more about AdviceTech.LIVE:
Connect with Adam: