Episode 431: 08-10-17
Jim Fried of Fried On Business talks to Jeffrey A. Glusman, CRP, a Certified Retirement Planning Counselor- College of Financial Planning – and Senior Vice President / Senior Financial Advisor with Merrill Lynch in Fort Lauderdale, FL. Glusman has been a wealth management financial advisor since 2001, after eight years in commercial real estate brokerage and development in South Florida. Now he is the senior advisor of a wealth management team managing almost $1 billion of client assets with a focus on affluent families with a significant client headcount in the NFL, NBA and MLB. Jim and Jeffery discuss what is up with pro athlete wealth management in 2017.