Monthly Archives: February 2020

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02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?

  • Join Esther Szabo and Erik Schei as they share their experience in the financial services industry and the challenge to consumers as they look to select an advisor
  • Discover what to consider when interviewing advisors — and how Gates Pass Advisors sets themselves apart with their planning approach.



Gates Pass Advisors | | Esther Szabo’s LinkedIn


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02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020

  • Gain clarity about the year ahead with Esther Szabo’s forecast for 2020
  • Discover how sticking to your plan can help you navigate your finances in a more positive, enjoyable way this year.

Resources:  Gates Pass Advisors | | Esther Szabo’s LinkedIn