In the premiere episode, Liz and Audrey Rose sit down with Laurie Kamhi and Brooke Levey of LCK Wealth Management, a HighTower Advisors’ office in New York. Ms. Levey describes how Ms. Kamhi helped her grow from a client service administrative associate into a certified financial planner professional managing the next generation of rising professional clients, and Ms. Kamhi explains what the business was like 25 years ago and the importance of having an intergenerational advice team.
Check out the first episode of this podcast series here. Choose your favorite way to listen and subscribe: On your computer, Apple Podcasts, Spotify, Google Play or Stitcher.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
