Preview Mode Links will not work in preview mode

Aug 15, 2018

On today's W Pulse, we're joined by Alli Holt and Judy Rubin with Plaza Advisors.

Our conversation includes:

  • How Alli, Judy's daughter, joined Judy and entered the industry as a Business Development Associate
  • Alli's early experience, including her understanding of the true role of the financial advisor
  • How Alli...