In this episode of the Well Kept Wallet podcast, Elle Kaplan shares what it is like to be the CEO and Founding Partner of Lexion Capital Management, which is an independent, fee only investment management firm. She is also a frequent contributor on Fox News as well as a small business columnist at INC Magazine.
What you will learn in this episode
- You will learn the difference between a fee only versus commission based investment firm
- You will learn what it means to be a fiduciary
- You will also learn what it is like to run an investment management firm
Elle Kaplan on Fox News talking about the internet sales tax
Quotes from the interview with Elle
What are my favorite parts of the day and how can I take those favorite parts and make them into a full day?”
Am I working in my company or on my company? Because you have to work on your company to grow it.
How to connect with Elle Kaplan and Lexion Capital Management
Personal site: ElleKaplan.com