In this episode of In the Suite podcast, Tina interviews Deborah Fox, CEO and Founder of AdvisorTouch in San Diego. Deborah is a recipient of 2020 InvestmentNew’s Icons & Innovators Award and has a three-decade long career as a financial advisor, founder, and leader. During the episode, Tina and Deborah explore Deborah’s origin story and how she started her career in financial services. It also contains Deborah’s best advice for women including how to find a mentor, techniques and strategies to build confidence, and stay on the cutting edge of innovation.
78. #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor – Dana Wilson, Founder of CHIP (Changing How Individuals Prosper)
In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and
