Wealth Management – Where’s Your Cash Going?
October 17, 2017
If the signs on the doors say Wealth Manager, Financial Planner Asset Manager, Investment Broker, Financial Advisor, do you know which door to select? Do you know how these counselors make their money – and more importantly, what they do with yours? Host Bart Jackson brings on veteran fiscal wizard Jaime Raskulinecz, CEO of Next Generation Trust Services, to demystify and make sense of all this financial advisory.
Guest: Jaime Raskulinecz
Category: Matter of Money & Investment