Episode 47 with Michael Terrien

Financial Poise Weekly Rundown Podcast

English - August 07, 2015 19:30 - 36 minutes - 14.7 MB - ★★★★★ - 2 ratings
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Previous Episode: Episode 46 with Roy Friedman

Next Episode: Episode 48 with Jilliene Helman

In Episode 47 of Accredited Investor Markets Radio Michael Terrien, founder and Managing Member of West Loop Financial LLC, speaks to host Chris Cahill about investor options for getting financial advice, the significance of a fiduciary orientation on the part of advisors, and what might go into a comprehensive advisory approach that Terrien calls "holistic."

You can learn more about Michael Terrien and West Loop Financial here.

Or you can find them here:

Twitter: @wstlpfinancial

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About Michael Terrien

After a 22 year legal career, Michael founded West Loop Financial with the goal of bringing responsive, transparent, independent, and individually tailored investment advice and financial planning services to successful legal professionals and others seeking guidance to assist them in making financial decisions and achieving their financial objectives through the application of a disciplined, academically validated, and risk conscious approach to accumulating, preserving, and transferring wealth.

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@wstlpfinancial