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🎧 Leaders Balancing Technology with Humanity
Podcast Leadership / PodCast / May 5, 2022 / Posted by Kim Curtis / 136

🎧 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 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™.


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