Letitia Berbaum was back in the studio and welcomed investment banker Austin King on-air. In this special episode, Letitia and Austin discuss how their roles as a wealth advisor and as an investment banker are unique and different. They also discuss how their roles can work together to help support their clients.
Here is what you will gain access to in this episode:
-Letitia and Austin breakdown the nuances of their respective roles
-Austin shares what the hottest investment industry is from his point of view at the moment
-Understand the importance of working with licensed, industry professionals
-The state of IPOs: This year is the largest year on record in history for IPOs
When asked what his ultimate lesson learned was, Austin shares that the above and beyond anything else, choosing to work with professionals is crucial.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart Zandbergen Talks With Kristine Everly Smith of Surterre Properties
Bart Zandbergen Talks With Revolve Law Group
Bart Zandbergen Talks With Author and Entrepreneur Angela Todd
Bart Zandbergen Talks Luxury Travel with Tiffany Bowne of Lounge Couture
Bart Zandbergen Talks with TV Personality and Tantillo Foods Founder Tony Tantillo
Bart Zandbergen Talks with Foley Family Wines
Bart Zandbergen Interviews BB Lifestyle Founder Bill Bakho
Bart Zandbergen Talks Entrepreneurship and Staffing with Suzanne Justice
Bart Zandbergen and Letitia Berbaum Share Market News and Commentary
OC Realtor Nick Roshdieh Discusses the Evolution of Residential Real Estate
Former NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with Wine
Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing
Cryptocurrency in 2021 – Myths, Risks and More
Retirement Income Planning – What You Need to Know in 2021
Estate Planning Changes – What You Need to Know in 2021
GameStop: What happened and possible legal consequences.
Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist
Employee Health Benefits in 2021
Election – Now What?
Holiday Wine Pairing Essentials
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast