Remove 2001 Remove Financial Advice Remove Strategic Planning
article thumbnail

Transcript: Joanne Bradford

The Big Picture

So I got the job as Chief Revenue Officer of MSN in 2001. And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. Moms would ping her every day about financial advice.

Startup 148