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14 results for “advisors”
“VC says advisors-for-equity is rarely a good idea - here's why”
...most advisors are busy people. They don't really have the time to dedicate to the business on an ongoing basis. And when you give them equity, that equity has gone forever. And,
18:19 / 18:56
contrarian take18:19 – 18:56
...advisors are a key, key part of sort of the financial ecosystem. Even if you look at the independent wealth advisors out there, it's about 17,000 in The US. Well, the relationship with the advisor and client is not just, you know, give me investments
14:15 / 15:16
from transcript14:15 – 15:16
“The one investment principle institutional advisors say you can't afford to forget”
I don't know if it's next year or two years or next week. But don't forget about diversification. I think it's the one area that I would highlight that that some folks may have forgotten about a littl
30:31 / 30:50
tactical advice30:31 – 30:50
“Why forcing advisor relationships always backfires as a founder”
and make a good use of your ancient time. So you be very specific when you go and ask for help. If you realize that, in the specific phase of the company, they are not able to give you much, put a pau
27:07 / 27:40
tactical advice27:07 – 27:40
...that say, hey. I'm really trying to deliver a more resilient income stream. Some advisors say, my clients really wanna diversify and dampen volatility. And then we've got other clients that say, look, we're really trying to enhance returns overall. O
28:31 / 29:37
from transcript28:31 – 29:37
...most advisors are busy people. They don't really have the time to dedicate to the business on an ongoing basis. And when you give them equity, that equity has gone forever. And, you know, the the employees that you're giving equity to are kind of ves
18:36 / 19:48
from transcript18:36 – 19:48
...advisors were really portfolio managers. They would develop portfolios for their individual clients. Usually, it incorporated individual equities, individual bonds, and they were really portfolio builders. If you fast forward, we're really seeing bus
10:26 / 11:38
from transcript10:26 – 11:38
...advisors have evolved, but then went to more planning based. And you saw more advisors incorporating
12:01 / 13:04
from transcript12:01 – 13:04
...Our advisors, what I love about them is they're almost like independent contractors. They work for UBS, but they're entrepreneurs. They have their own styles and philosophies. Now, we have guidelines and guardrails in terms of what they can recommend
18:41 / 19:49
from transcript18:41 – 19:49
...out advisors from the full service firms to doing registered investment advisor business acquisitions. And that was really playing off of a trend, which is the RIA industry highly fragmented, meaning more than 16,000 individual RIA firms, most small
15:44 / 16:46
from transcript15:44 – 16:46
...to be super successful. It starts with the client. It's partnering with the advisor. It's never being afraid to listen to a suggestion. No suggestion is stupid. They're all good. We can't implement them all. The second I lose that is the second we go
52:29 / 53:33
from transcript52:29 – 53:33
...is they're best suited to help make that determination. I'm curious in this space, almost like Mag seven concentration, there are a small number of mostly large public alternative asset managers who have addressed this market with products and distri
47:10 / 48:15
from transcript47:10 – 48:15
...be advisors didn't really understand what that looked like or what they should do or how they should do it. We are at sort of the early stages of an evolution of much more targeted ways to exchange value between founders and people that can help them
10:58 / 12:30
from transcript10:58 – 12:30
...advisors who are serving clients. Correct. And and our goal is is to make the advisor, you know, central here. Right? So that much like, you know, again, maybe Shopify is another interesting example that I've thought a lot about with merchants
38:56 / 40:10
from transcript38:56 – 40:10
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