The TRUTH about Wealth Management (What Does a Wealth Manager do?) - Video

64 Views
Welcome to Talk 2 See!

In this video, Barn goes to talk with one of his close friends who is a wealth manager and asks him 5 questions. A lot of personal finance books claim that investing in a low-cost index fund that tracks the S&P 500 rather than paying a financial advisor. Let's find out if this is true ever single time!

Subscribe!

Follow us on Instagram (@Talk2See):
https://www.instagram.com/talk2see

Follow us on Twitter (@Talk2See):
https://twitter.com/talk2see

Follow us on TikTok (@Talk2See):
https://www.tiktok.com/@talk2see

If you want to jump around:
00:00-1:28 Guest Intro
1:28-3:07 What does a day as a wealth manager look like?
3:07-4:30 Right person for a wealth management position?
4:30-6:19 What's the career progression like?
6:19-8:42 Do you work for the bank or for the leader of your team?
8:42-11:32 Who should use a wealth manager?
11:32-12:00 Subscribe!
Category
Fansly Leaked
Tags
wealth management, wealth management summer analyst, wealth planning
Commenting disabled.