Rachel Elson on Her Journey From Intern to Lead Advisor in
Steve Sanduski
APRIL 22, 2025
Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. My guest today made the leap from personal finance journalism to second-seat advisor to lead advisor managing a full book of high-quality clients. Managing client handoffs between lead advisors.
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