Many investors struggle to trust that financial advisors and wealth management firms have their best interest at heart when almost 90% of the industry operates in sales-driven business models. The one thing all investors have in common is their desire to have a personalized experience with their advisors. The challenge is how investors find and vet advisors before making a commitment. Listen to our latest podcast to hear from special guest, Pam Krueger, CEO and Founder of WealthRamp, and her vision of helping investors take control of their financial futures using a tool designed to match them with advisors that fit the criteria needed to help them meet their financial goals.

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