Latest / The Up Side with Eli the Money Guy
Is Your Financial Advisor Actually Working for You?
How do you know if your financial advisor is actually the right fit for you?
In this episode of The Up Side with Eli, Eli sits down with Michael Petrin, BBA, CIM, to discuss the realities of the financial advisory industry, why traditional wealth management doesn't always serve clients well, and what it really takes to build a financial plan around someone's life.
After transitioning from corporate finance into wealth management, Michael brings a different perspective to the industry, from the limitations of managing hundreds of clients to the importance of having access to investment options…
The skinny
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