CMP Members’ Podcasts
Podcasts are trending. You will learn why from our CMP Excellence Program. Our first 50 podcasts were downloaded 10,000 times, and we get more than 100 downloads every 30 days. If you have won an award, you may like to be interviewed as a podcast professional. It is a great way to get your voice heard. You can also listen on Apple iTunes and Spotify.
Episode 48: Wealth Management, Robert Morse: The Private Office
In Episode 48, Caroline talks to Robert Morse, a partner with The Private Office. He is an independent wealth manager, investment adviser, financial planner, and investment and 0ensio specialist. The Private Office operates as a Family Office for those families who do not want to set up their own Family Office or if they want to use the expertise in appointing the professionals they may require from time to time.