In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker...
All content for The Shadow Banker's Secrets is the property of Benjamin D. Summers and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker...
Scaling Financial Advisors' AUM: The Alternative Path
The Shadow Banker's Secrets
1 hour 8 minutes
2 years ago
Scaling Financial Advisors' AUM: The Alternative Path
AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sale. We generate a lot of interest from high net worth (“HNW”) individuals. They reach out to us looking for investment opportunities—specifically, they want financial products that quantitatively beat what their current advisor offers. We’re not in the...
The Shadow Banker's Secrets
In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning… Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you. To learn more about the topics discussed in this podcast, read the #1 international bestseller in 9 investing & finance categories, The Shadow Banker...
