• RIA Fundamentals: The Nexus of Business Consulting and Financial Planning

  • Jan 13 2023
  • Duración: 1 h y 2 m
  • Podcast

RIA Fundamentals: The Nexus of Business Consulting and Financial Planning

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  • Resumen

  • Most financial advisors take a direct career path. Others arrive in the industry circuitously.

    In this thirteenth episode, join Carlos Lowenberg and me as we discuss his intellectually-driven approach to business consulting and financial planning…

    Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.

    To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker's Secrets: Investment Banking for Alternatives:
    https://www.adagioinstitute.org/shadow-bankers-secrets-book
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