Latest / The Lifestyle Investor - Investing, Passive Income, Wealth
265: How Prime Quadrant Is Solving the Biggest Problem in Financial Services with Mo Lidsky
One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients.
Imagine financial advice and strategies that truly align your wealth with value-aligned guidance. Most investors expect traditional wealth managers and RIAs to act in their best interests. Today’s guest will reveal how the financial industry actually operates—and how they are disrupting the status quo.
That’s why I’m thrilled to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.