Remove B2C Remove Budgeting Remove Certified Financial Planner
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Transcript: Joanne Bradford

The Big Picture

And I think eventually they’ll be a B2C company. So I worked with a certified financial planner called Katie Song when I was at SoFi. Like literally went through my budget, my spending, my potential spending and my investments. They, well, they love a, you know, TikTok, you know, budget tool.