AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Time to Bring Assets Under Management?
Jill on Money with Jill Schlesinger
Navigating Short-Term Asset Management and Advisor Support
This chapter focuses on managing assets for a timeframe of one to three years and evaluates options like the Vanguard Personal Service Advisor. It highlights the significance of having a clear investment plan and feeling at ease with the management process, despite the initial intimidation of large sums of money.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode