BONUS Episode - Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors
Our Sonoma Wealth Chief Operating Officer Jackie Egidio recently joined the Beyond the Vines podcast with Amy Ahlers, and we're sharing the audio here as a bonus for It's All Money listeners! What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Listen and find out:
• The financial planning conversations every business owner and professional should be having.
• Why it's ok to feel overwhelmed if you've never worked with an advisor before.
• The importance of working with a fiduciary.
• How our team delivers comprehensive…
The skinny
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