))
Working with a Wealth Manager
Manage episode 155947373 series 1171875
内容由Investment Quorum提供。所有播客内容（包括剧集、图形和播客描述）均由 Investment Quorum 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
A short podcast with IQ's CEO, Lee Robertson, discussing the following: -How does a relationship between a financial adviser and a client work? -What divides investors and their advisers? -What can be done to prevent conflict?
…
continue reading
18集单集
分享
