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Wealth Management – Where’s Your Cash Going?

  • Broadcast in Business
The Art of the CEO

The Art of the CEO


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If the signs on the doors say Wealth Manager, Financial Planner Asset Manager, Investment Broker, Financial Advisor, do you know which door to select?   Do you know how these counselors make their money – and more importantly, what they do with yours?  Host Bart Jackson brings on veteran fiscal wizard Jaime Raskulinecz, CEO of Next Generation Trust Services, to demystify and make sense of all this financial advisory.  Jaime and Bart will discuss the ranges of client involvement and investment types, and help you determine to whom you should be turning for advice and administration.  Tune in and discover a more knowledgeable way to get the best from your money.