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The October Advisor Roundtable

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Manage episode 379398412 series 3196957
Content provided by The Perry Richey Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Perry Richey Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode the Advisor Team discusses year end planning opportunities, upcoming events, and breaks down the current capital market environment and what it means to you!

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

  continue reading

127 episoade

Artwork
iconDistribuie
 
Manage episode 379398412 series 3196957
Content provided by The Perry Richey Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Perry Richey Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode the Advisor Team discusses year end planning opportunities, upcoming events, and breaks down the current capital market environment and what it means to you!

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

  continue reading

127 episoade

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