
Episode #23
David's vs Goliath's
What’s the difference between working with a large financial institution and a boutique, independent advisory firm? In this episode of Real World Retirement , Drew Green joins Alex Pushman to share his perspective after nearly 15 years at a major financial institution. They break down the “Davids vs. Goliaths” of the financial industry, including differences in client experience, investment options, advisor availability, and personalized retirement planning.






