Intro to Financial Services
What are the different\xa0kinds of financial professionals you\xa0can work with and how are they compensated? Bill and Anastasia discuss the duties of a financial planner, investment manager, asset manager, and wealth manager, as well as the differences between\xa0a Registered Investment Advisor (RIA) and a broker. This episode serves as a basic introduction to the financial services industry.
For questions and comments, you can email us\xa0at\xa0askcreatingwealth@taberasset.com.