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Swift Chat with Frank Corrado: Humanizing Financial Advice in the Age of AI
In this Swift Chat conversation, Marie Swift sits down with Frank Corrado, a fiduciary financial advisor whose career has spanned public accounting, two decades at JP Morgan, over 20 years running his own independent RIA, and founder of Pivot Point, which partners with financial advisors and their clients as a "Chief Behavioral Officer" to help people move from insight to action at life's pivotal decision-making moments.
frankcorrado
6 days ago1 min read
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