We’re excited to bring you the latest episode from The Investment Playbook Podcast—our go-to podcast for actionable insights that help you build and protect your wealth.
In this conversation, Adam Bighill and Milos Pejovic discuss the critical role of a portfolio manager in investment management. They explore the differences between portfolio managers and traditional financial advisors, emphasizing the fiduciary responsibility and discretion that portfolio managers have in managing client assets. The discussion also highlights the importance of risk management, timely decision-making, and the personalized service that clients receive from portfolio managers. The conversation concludes with a focus on the value of financial planning and the overall client experience in wealth management.
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Watch Now! – Unlocking Real Value – YouTube