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

  • Apr 22 2025
  • Length: 38 mins
  • Podcast

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

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  • Summary

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