Road to Exchange: Turning the Bage

The latest episode of Road to Exchange features VettaFi’s Todd Rosenbluth interviewing Shaping Wealth Co-Founder Neil Bage. Human-First Approach to Financial Planning Asked to explain Shaping Wealth’s “human first” approach to financial planning, Bage said, “Its an acknowledgment that at the heart of our relationships there is a human being.” He explained that when meeting [...] The post Road to Exchange: Turning the Bage appeared first on ETF Trends.

Mar 18, 2025 - 20:28
 0
Road to Exchange: Turning the Bage

The latest episode of Road to Exchange features VettaFi’s Todd Rosenbluth interviewing Shaping Wealth Co-Founder Neil Bage. Human-First Approach to Financial Planning Asked to explain Shaping Wealth’s “human first” approach to financial planning, Bage said, “Its an acknowledgment that at the heart of our relationships there is a human being.” He explained that when meeting [...]

The post Road to Exchange: Turning the Bage appeared first on ETF Trends.