In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
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In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
The Top Risk Assessment Questions to Ask When Onboarding an Athlete or Entertainer
Through the Wealth Lens
1 hour 23 minutes 25 seconds
1 year ago
The Top Risk Assessment Questions to Ask When Onboarding an Athlete or Entertainer
Hannes and Max are joined by expert risk advisor, Erin Luczak of USI Insurance Services, where they jump into some of the top discovery questions they ask athletes and entertainers when first working together (some are more unusual than you might think!).
Through the Wealth Lens
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
