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Supporting Clients Beyond Investments with Pete Wargo - S10 Ep. 14
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients beyond investing, and diversifying client portfolios.We hope you enjoy!Pete's LinkedIn: https://www.linkedin.com/in/wargop/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]
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By Michigan State University Wealth Management Association
5
1818 ratings
Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients beyond investing, and diversifying client portfolios.We hope you enjoy!Pete's LinkedIn: https://www.linkedin.com/in/wargop/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]