<p>In Episode #314, Jean Brunel, CFA, gives advice and insights for setting up a goals-based wealth management practice.</p>

In Episode #314, Jean Brunel, CFA, gives advice and insights for setting up a goals-based wealth management practice.

Setting up a Goals-Based Wealth Management Practice

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry.  As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Setting up a Goals-Based Wealth Management Practice

Setting up a Goals-Based Wealth Management Practice

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