CU Investment Video Discussion
Description
Background: We are a consulting firm (focus on women investing)
Task:
What comparable video/podcast sources are companies offering now
1. Find and compare what kind of investment videos other traditional consulting firms will provide to their clients (paraphrase the summary in your own words)
What are the most relevant gaps (pivotal life moments) in the offerings?
2.
Summarize the investment advice for women at different life nodes (20
years old, 30 years old, divorce, single mother, retirement).
copy video or article link in doc
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