Podcast Leadership / PodCast / May 5, 2022 / Posted by Kim Curtis / 409

🎧 Leaders Balancing Technology with Humanity

Technology has the potential to go way beyond helping us become more efficient by getting rid of menial tasks; we just can’t forget about the human side of the coin. In this Expert Insight Interview, we welcome Kim Curtis, CEO of Wealth Legacy Institute.

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About Author

Kim Curtis

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Author's Publications on Amazon

Money Secrets: Keys to Smart Investing

by Kim Curtis

'Money Secrets' provides a front-row seat to what the financial industry doesn't want you to know about investing, from an insider who believes you deserve the truth.

Buy on Amazon

Retirement Secrets: Keys to Retiring Happy, Healthy & Free

by Kim Curtis

Retirement Secrets is a book on how to enjoy life in retirement. This book reveals why your retirement becomes the beginning of a new you, a new life.