Julia Carreon joins the podcast to talk about her personal
journey and how she became a leading voice advocating for financial
institutions to better connect to Gen Z.
Innovation and technology in financial services
Why legacy firms struggle to adapt
The coming generational wealth transfer
Being self-promotional and out front
Lots more
About the Podcast
The Phil Bak Podcast takes you deep into the worlds of economics, investing and entrepreneurship as Phil talks to the innovators who challenge conventional thinking and exploring the narratives that are driving market moves.