Episode 150 – The Evolution of Investors, Advisors, and the Client – With Gerald Graves

Power Your Advice

English - January 13, 2023 21:57 - 42 minutes - 77.9 MB
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Previous Episode: Episode 149 – Humanizing the Language of Wealth Management – With Laton Spahr

Next Episode: Episode 151 – Hybrid Work and the Failing of its Management – With Steve Gresham

Gerald Graves is a Managing Partner at Filigree Wealth Advisors, LLC, an independent RIA located in various areas of the West Coast but managing clients nationwide. In this podcast, Doug and Gerald dive into the journey of Graves through the financial services industry and the takeaways he recommends to current investors and advisors. They also … Continue reading Episode 150 – The Evolution of Investors, Advisors, and the Client – With Gerald Graves →