Podknife - Going the Extra Mile for Wealthy Clients by Barron's Advisor

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Going the Extra Mile for Wealthy Clients

Podcast |: Barron's Advisor
Publisher |: Barron's
Media Type |: audio
Podknife tags |: Business,; Careers,; Interview,; Investing
Categories Via RSS |: Business,; Investing,; Management
Publication Date |: Sep 14, 2021
Episode Duration |: 00:27:13

Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.

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