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Managing Wealth – What does this really mean? Part 1
Manage episode 154047633 series 1111566
Inhalt bereitgestellt von Monique Y. Wells. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Monique Y. Wells oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Did you know that wealth management services represent much more than “run of the mill” financial planning? If you never understood that there is a difference between the two, or have asked yourself whether you can use the services of a wealth manager, then you should join me for this episode of Ultra You. My guest, Winnie Sun, co-founder and managing director of Sun Group Wealth Partners, has a strong entrepreneurial background and more than 15 years in the finance industry. She provides the answers to these questions and more during this two-part interview.
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