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

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

Released Tuesday, 22nd April 2025
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Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

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

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

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

Tuesday, 22nd April 2025
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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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Barron's Advisor

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

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