CB3 LIVE! - Update. Ep 27: ”Portfolio Manager OR Wealth Manager?”

CB3 Financial
31/10/2024 3 min Temporada 1 Episodio 26
CB3 LIVE! - Update. Ep 27: ”Portfolio Manager OR Wealth Manager?”

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Episode Synopsis

Financial professionals have different names and titles and even different roles.
In this podcast, Charles explains the difference between managing portfolios and managing wealth. Both disciplines are very important.
CB3 Financial see this two-pronged strategy as integrated for our clients behalf. Learn on this episode why this distinction matters to your money!

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