Bart Jackson's Podcast - Get Informed, Get Entertained, And Seize The Wisdom

Wealth Management – Where’s Your Cash Going?

Informações:

Sinopsis

If the signs on the doors say Wealth Manager, Financial Planner Asset Manager, Investment Broker, Financial Advisor, do you know which door to select? Do you know how these counselors make their money – and more importantly, what they do with yours? Host Bart Jackson brings on veteran fiscal wizard Jaime Raskulinecz, CEO of Next Generation Trust Services, to demystify and make sense of all this financial advisory.