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Home > Simple, but Not Easy > Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice
Podcast: Simple, but Not Easy
Episode:

Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice
Category: Business
Duration: 00:29:53
Publish Date: 2020-01-27 06:00:05
Description: Peter Dugery, head of sales at Morningstar Investment Management, leads a discussion on the environment advisors face today. His guests are Matt Unger, the founder and managing director at Focus Asset Management, an independent RIA in Dallas, and Jason Baker, co-founder and president of Baker Wealth Management in North Carolina.
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