Adam Pawloski, Financial Life Advisor, joins the MSUWMA Podcast for an insightful conversation with Joshua Januzelli. They explore Adam's educational path, his entry into the financial world, and his current responsibilities at Telemus. Adam discusses the unique role of a Financial Life Advisor and explains how Telemus' client segmentation into "8 communities" has guided his business strategy. Adam also provides valuable guidance for students aspiring to a career in wealth management.
The article provided above, and the information contained within, is from a third-party source, which we believe to be reliable, however Telemus Capital cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. MSUWMA Podcast is a podcast owned and operated by an independent third-party, Michigan State University Wealth Management Association. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Telemus Capital. All opinions expressed in this article are for general informational and/or educational purposes. These opinions are subject to change without notice and are not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). Telemus Capital’s main office is located in Southfield, Michigan. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Telemus Capital does not provide tax, legal or accounting advice, and nothing contained in these materials should be relied upon as such.
