Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

Barron's Advisor
22/04/2025 38 min
Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

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Episode Synopsis

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

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