PLAY PODCASTS
Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

Barron's Advisor

April 22, 202538m 24s

Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

Learn more about your ad choices. Visit megaphone.fm/adchoices