From Gold Mines To Wealth Management | Jeff Dunn-Bernstein & Vineet Mohan | Advisor Ally Podcast 04
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From Gold Mines To Wealth Management | Jeff Dunn-Bernstein & Vineet Mohan | Advisor Ally Podcast 04
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About this listen
In the latest episode of Advisor Ally, we sat down with Jeff Dunn-Bernstein, Founder and Principal of Paradise Advisor Group and QE Wealth Management.
Jeff’s unconventional journey from international drilling expeditions to launching a client-centric, real estate-savvy RIA offers invaluable insights for financial professionals and entrepreneurs navigating the evolving independent advisory landscape.
If you're an advisor seeking to modernize your practice, or a client looking to work with someone who sees the full picture of your wealth, including your real estate, this conversation is not to be missed.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.