What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Find out as Sonoma Wealth Chief Operating Officer Jackie Egidio steps in to the guest chair of the Beyond the Vines podcast with Amy Ahlers to discuss:
- The financial planning conversations every business owner and professional should be having.
- Why it's ok to feel overwhelmed if you've never worked with an advisor before.
- The importance of working with a fiduciary.
- How our team delivers comprehensive wealth management behind the scenes.
The full video episode is available above from the Beyond The Vines YouTube Page.
Audio only is available on
Learn more about Amy Ahlers at LivXplore Real Estate in Petaluma here on amyahlersrealestate.com