Ep 18. Talking the Most Dangerous Ideas in Wealth Management
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Ep 18. Talking the Most Dangerous Ideas in Wealth Management
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About this listen
We get into all of it in this one - M&A, organic growth, hard-to-believe valuations of Nevis, Finny, attracting talent, and more.
Here are some of the top questions:
* Have you ever killed a story that was true but unprovable?
* What’s the biggest myth RIAs tell themselves about PE partnerships?
* If he could force every large RIA to disclose one thing publicly, what would it be?
* What’s the next untold story in RIA land that you’re circling right now?
Thanks to Shannon Rosic for coming up with these!
To Epic Human Stories,
Joe
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