Remove B2C Remove Certified Financial Planner Remove Financial Planning
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Transcript: Joanne Bradford

The Big Picture

And I think eventually they’ll be a B2C company. So I worked with a certified financial planner called Katie Song when I was at SoFi. You know, you put it off every day and you shouldn’t, nobody here that listens to this show should not have a financial plan even if they did it themselves.

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