20 min listen
ETF Working Lunch: Building An Advisory Biz
ETF Working Lunch: Building An Advisory Biz
ratings:
Length:
26 minutes
Released:
Jun 1, 2020
Format:
Podcast episode
Description
It’s a tough time to be a financial advisor, facing shrinking compensation and growing competition, as well as challenging markets in the year of a pandemic. Kathryn Schwartz knows the challenge well as founder and CEO of Pawleys Investment Advisors. She shares with us the hurdles, the opportunities and the lessons she’s learned along the way.
Released:
Jun 1, 2020
Format:
Podcast episode
Titles in the series (57)
ETF Working Lunch: Breaking New Ground by ETF Working Lunch Podcast