The Zandbergen Report

Investing 101: The Differences Between an Investment Banker and an Investment Advisor

September 30, 2019

Letitia Berbaum was back in the studio and welcomed investment banker Austin King on-air. In this special episode, Letitia and Austin discuss how their roles as a wealth advisor and as an investment banker are unique and different. They also discuss how their roles can work together to help support their clients.

Here is what you will gain access to in this episode:
-Letitia and Austin breakdown the nuances of their respective roles
-Austin shares what the hottest investment industry is from his point of view at the moment
-Understand the importance of working with licensed, industry professionals
-The state of IPOs: This year is the largest year on record in history for IPOs

When asked what his ultimate lesson learned was, Austin shares that the above and beyond anything else, choosing to work with professionals is crucial.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com