Culture, Growth, and the Future of Financial Advice (EP. 13)

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CAIS Live Conversations, Building With Alts

CAIS

25 episodes

14 hours ago

CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.

Investing

Business

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Investing

Business

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Culture, Growth, and the Future of Financial Advice (EP. 13)

CAIS Live Conversations, Building With Alts

1 hour

4 months ago

Culture, Growth, and the Future of Financial Advice (EP. 13)

In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri sits down with Michael Nathanson, CEO of Focus Financial Partners, for a wide-ranging discussion on leadership, enterprise evolution, and the future of Investment advisory firms.

Michael shares insights into his leadership at Focus, highlighting his dedication to distributed leadership, the firm’s rebranding journey, and how they are redefining what it means to be both independent and interdependent. The conversation also explores the importance of empowering advisors, building enduring businesses, expanding services such as alternative investments, and the trends that may shape the future of wealth management.

Chapter 1: Leading with Vision and Values (00:00:54 – 00:08:59)
Chapter 2: Interdependence as a Growth Strategy (00:09:00 – 00:17:59)
Chapter 3: Branding, Culture, and Building for the Next Decade (00:18:00 – 00:33:59)
Chapter 4: Elevating Client Experience with Alts and Innovation (00:34:00 – 00:50:29)
Chapter 5: Looking Ahead: Industry Trends and Advisor Readiness (00:50:30 – End)