What is the difference between a Financial Advisor and Wealth Manager?

. 52 Videos
95% 39,852 852

About :

Have you ever wondered what the difference is between a "financial advisor and a wealth manager"?
It can be confusing because these terms are thrown around and we struggle to understand what these professional advisors can actually provide us.
Check out this video to learn the KEY differences of FINANCIAL ADVISORS VS. WEALTH MANAGERS.

Learn more about me at http://www.goldfamilywealth.com/

Michael Gold is the Founder and CEO of Gold Family Wealth. Michael founded Gold Family Wealth with the objective of helping entrepreneurs, high-level executives and wealthy families gain even more control over their financial and business interests, by inspiring and instructing them on how to enhance their lives and achieve their goals, through an advanced approach to wealth planning. Michael started his career in 2000 and currently serves a select group of wealthy clients. Michael is not your typical wealth advisor. He views wealth management from an entirely different perspective, always obsessing to find ways to add value to improve and enhance the lives of the families he serves

Michael earned his MBA from NYU Stern School of Business, specializing in Quantitative Finance and Leadership. He earned his B.A. from the State University of New York College at Oneonta. He is a Certified Financial PlannerTM

Meet Michael at www.goldfamilywealth.com

Please remember that past performance may not be indicati
ve of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Gold Family Wealth, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be
profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Gold Family Wealth, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Gold Family Wealth, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Gold Family Wealth, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an Gold Family Wealth, LLC client, please remember to contact Gold Family Wealth, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services

rotear zenfone 5

como excluir pagina inicial indesejada

diferenca entre lixadeira e esmerilhadeira

como trocar senha steam

combinacoes do my singing monster

como sintonizar canal na tv philips led

mudar cor do windows 8.1

baixar series pelo celular

codigo csgo empire

phantom forces hack

Tags :

Google AdSense
728 x 90

Similar Videos:


    Popular Comments:

hari T . 2020-02-20
Very well explanation,
Your idea delivering quality is impeccable..
I learned so many thing from this video...

Thanks for such wonderful content
121 2 . Reply
Michael Johnson . 2020-02-04
Many thanks, I've been looking for "best get rich books of all time" for a while now, and I think this has helped. Ever heard of - Hiyogan Jenhloe Domination - (just google it )?

It is a great one off guide for discovering how to gain the mind of a successful millionaire without the normal expense. Ive heard some unbelievable things about it and my mate got cool results with it.
121 2 . Reply
J. R, . 2020-01-15
121 2 . Reply
Just a mustard seed . 2020-01-11
If any government deserves money from inheritances the soundest & safest investment should only be to the divinely controlled 2020 government of THE KINGDOM OF GOD. At least the whole world would benefit from Gods love, and those responsible for distributing it would be able to sleep soundly at night knowing it would never be used to harm or hurt anybody, it would be the most righteousness thing to do. Even the Lord God I'm sure would look favourably on the founders of his Kingdom of God on earth. A very sound and divine investment for all concerned.
AS A GIFT l it will allow so much restoration for mankind. Thank you & bless you.
121 2 . Reply
Easy Money GuineaPig . 2019-12-18
As an undergrad business student...this was very informative for my career path
121 2 . Reply
Austin Parker . 2019-12-01
Great content and a question I’ve been seeking the answer to. Thanks Michael!

Question for you:
for financial planning where you invest your clients money should they choose to take on your management fees, it is my understanding you will need the series 65.

Is that all you need? Or will you need the 7 as well?
121 2 . Reply
guitarlancer . 2019-09-05
Thank you for this video and learned a lot. I'm considering working with a weath managment team. Is onboarding cost typical? What does that look like?
121 2 . Reply
Justin Blount . 2019-06-11
Thank you for posting this video it’s very informative. I’ve been considering doing a wealth management training program with Northwestern Mutual because the opportunity, growth, and potential seems unlimited being a wealth manager. I’d like to do something more meaningful where I can constantly learn and help others achieve prosperity.
121 2 . Reply