Artwork

Content provided by Monique Y. Wells. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Monique Y. Wells 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.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Managing Wealth – What does this really mean? Part 1

15:30
 
Distribuie
 

Manage episode 154047633 series 1111566
Content provided by Monique Y. Wells. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Monique Y. Wells 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.

Did you know that wealth management services represent much more than “run of the mill” financial planning? If you never understood that there is a difference between the two, or have asked yourself whether you can use the services of a wealth manager, then you should join me for this episode of Ultra You. My guest, Winnie Sun, co-founder and managing director of Sun Group Wealth Partners, has a strong entrepreneurial background and more than 15 years in the finance industry. She provides the answers to these questions and more during this two-part interview.

  continue reading

65 episoade

Artwork
iconDistribuie
 
Manage episode 154047633 series 1111566
Content provided by Monique Y. Wells. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Monique Y. Wells 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.

Did you know that wealth management services represent much more than “run of the mill” financial planning? If you never understood that there is a difference between the two, or have asked yourself whether you can use the services of a wealth manager, then you should join me for this episode of Ultra You. My guest, Winnie Sun, co-founder and managing director of Sun Group Wealth Partners, has a strong entrepreneurial background and more than 15 years in the finance industry. She provides the answers to these questions and more during this two-part interview.

  continue reading

65 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință