Lisa Gray – Wealth Optimization Expert
Sep 20, 2012
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this session you will learn about: Ways people can prepare emotionally and financially from earning money Strategies the wealthy use to minimize their taxes What should clients look for in their “money person”? The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments How you … Continue reading Lisa Gray – Wealth Optimization Expert →
For the best experience, listen in Metacast app for iOS or Android