September 27, 2025 • 53 mins
This week on the Gem Young WealthCast, Leo sits down with the full Wealth Team—Planers, paraplanners, and service staff—to give you an inside look at what they do and how they help clients achieve their financial goals. From crafting personalized plans to providing day-to-day support, the team shares their roles, expertise, and the strategies they use to guide clients every step of the way. Whether you’re curious about what goes on behind the scenes or looking for tips to better manage your finances, this episode is packed with insight, stories, and a few laughs along the way.
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