Market Insights

New Episode Alert: Unlocking Real Value

YT Podcast Thumbnail Real Value

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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If these insights resonate with you, hit that share button! Forward this to a friend, colleague, or family member who could use a dose of financial wisdom. Stay tuned for more episodes packed with strategies to keep you ahead of the curve.

 

Watch Now! – Unlocking Real Value – YouTube

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