Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years - podcast episode cover

Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

Barron's Advisor
Apr 22, 2025•38 min
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Episode description

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years | Barron's Advisor podcast - Listen or read transcript on Metacast