Investment Quorum
Working with a Wealth Manager
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:03:21
- Mais informações
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Sinopse
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?
