Creating Wealth

Intro to Financial Services


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What are the different kinds of financial professionals you can 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 a Registered Investment Advisor (RIA) and a broker. This episode serves as a basic introduction to the financial services industry.

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Creating WealthBy Bill Taber and Anastasia Taber, CFP®

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