The Art of Quality cover image

Quality in Owning and Listening with Chris Poch

The Art of Quality

00:00

A Journey Through Wealth Management: Building a New Future

This chapter outlines the speaker's 40-year career in investment advisory, emphasizing their shift from client interaction to establishing their own firm. It shares valuable lessons learned and the evolution of wealth management practices driven by a desire to enhance client services.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app