Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice
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Peter Dugery, head of sales at Morningstar Investment Management, leads a discussion on the environment advisors face today. His guests are Matt Unger, the founder and managing director at Focus Asset Management, an independent RIA in Dallas, and Jason Baker, co-founder and president of Baker Wealth Management in North Carolina.
Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice