Owner Operated Podcast
Melissa started Full Circle Private Wealth Management of Raymond James in 2019, after a career in investment banking and private equity. We talked about:
- The importance of building trust in small business
- Why wealth management goes far beyond investment management
- When to hire a wealth manager
- A team-based approach to providing advice to the business owner
- Wealth manager vs. a family office
- Fee-based vs. non-fee based wealth management
- Factors to consider about selling a business to private equity
Click here to listen.
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