How Financial Planners and Investment Managers Serve Wealthy Families
About this episode
This episode discusses how financial planners and investment managers can work together effectively to serve wealthy families.
Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experience regardless of who's in the room or where the client happens to be. In this episode of Financial Planner Life, Sam sits down with George Davey (Financial Planner) and Matt Beddall (Regional Managing Partner) from Titan Private Wealth, to discuss what that kind of part...
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