Inflation: The Question of the Month 00:12:52 Winthrop Wealth Co-Chief Investment Officer Andrew Murphy, CFA talks about overcoming different challenges over the years, ranging from an office fire to a pandemic. He also explains how inflation impacts different asset classes. Create new playlist Create new playlist Evoke Advisors: Build It and They Will Come 00:11:20 Evoke Advisors Co-CIO and Managing Partner Alex Shahidi shares tips for protecting your portfolio, how he built a practice that manages more than $20 billion, and ways to surround yourself with the right people. Create new playlist Create new playlist Time in the Market, More Important than Timing the Market 00:09:03 Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy. Create new playlist Create new playlist Growth Is Not the Goal, It's the Outcome: Johnson Investment Counsel 00:11:55 Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process. Create new playlist Create new playlist Beacon Pointe Advisors on M&A, Culture, & Female Leadership 00:13:45 CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's. Create new playlist Create new playlist Launching a Firm in the "Wolf of Wall Street" Era Was Tough, Says Female Co-Founder 00:11:05 Julianne F. Andrews, MBA, CFP®, AIF® of Atlanta Financial Associates shares what it was like founding a woman-owned and led financial advisory firm almost three decades ago and some of the obstacles over the years. She also discusses the importance of carving out a niche and how she developed a client base of physicians. Create new playlist Create new playlist Load More
