Podcasts about aum

Physician executive Christina Johns discusses her article "Modernizing health care with AI and workflow." Christina explains how clinicians in the U.S. are facing unprecedented burnout due to administrative burdens that detract from patient care. She explores how artificial intelligence can serve as a supportive tool rather than a replacement by streamlining documentation and coding tasks to allow for more meaningful doctor-patient interactions. The conversation highlights the importance of moving away from fragmented point solutions toward a comprehensive care enablement platform that modernizes operations and restores the human connection in medicine. Join us to discover how technology can ethically revitalize the medical profession. This episode is presented by Scholar Advising, a fee-only financial advising firm specializing in providing advice for DIY investors. If you want clear, actionable strategies and confidence that your financial decisions are built on objective advice without AUM fees or commissions, Scholar is designed for you. Physicians often navigate complex compensation structures, including W-2 income, 1099 work, production bonuses, and practice ownership. Scholar's highly credentialed advisors guide high-earners through decisions like optimizing investments for long-term tax efficiency and expert strategies for financial independence. Every recommendation is tailored to the financial realities physicians face. VISIT SPONSOR → https://scholaradvising.com/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

If you're like most founders, “creating a yearly business plan” is one of those tasks you keep bumping to the bottom of your to-do list. Maybe you tell yourself you'll get to it when things slow down, but they never do. And before you know it, you're steamrolling into the new year without a plan, which leads to overthinking every single decision and drowning in busy work. And somehow you end the year wondering how you were so busy… without feeling like you moved the needle at all. Stacy doesn't want that to be your reality at the end of 2026. That's why today, she's walking through the exact planning framework she uses with clients inside her membership, The Boutique Investment Collective.In this episode, she covers:How to set a 10-year “10-bagger” goal that feels exciting and directional (not something that makes you freeze or avoid the plan altogether)Her process for breaking big annual goals into quarterly focuses you can realistically carry while still running a business (and a life)Why it's time to stop using AUM as your only scorecardHow to get clear on what's in your control, what isn't, and where you're wasting energy trying to force outcomesThe mistake that's making your sales harder than they should be (and how to streamline your sales process in 2026)  ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and increase new client conversions by making financial planning and tax strategy more visible and tangible. Debra Taylor serves as Managing Partner of Carson Wealth Franklin Lakes, a practice within the RIA Carson Wealth that manages $500 million in AUM for 120 client households. Listen in as Debra shares how she built a seasonal client service calendar to clearly communicate her team's year-round value, from tax letters and Roth conversion planning to estate strategy and investment deep dives. You'll hear how placing tax and distribution planning at the center of the client experience has generated measurable savings for her clients, how video explanations and structured service delivery reduce pressure during meetings, and how the calendar itself strengthens retention by helping clients see exactly what they're paying for. For show notes and more visit: https://www.kitces.com/470

In this episode, we sit down with Rajeev Ranka from Incubate Fund, a Japanese Venture Capital firm managing over $1.5 Billion in AUM, to understand the bold decisions behind building generational companies.Rajeev breaks down the Japanese Way of investing which involves thinking in 100 year cycles. He shares why they backed Captain Fresh during the first month of the COVID lockdown and the massive decision to kill a profitable domestic arm to build a global giant.We also dive into why he believes Quick Commerce will eventually be bigger than E-Commerce, the untapped potential of Middle India, and what it takes to get a Day Zero investment from a Japanese VC.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about:- How a Japanese VC views the Indian startup ecosystem.- The Japanese Way: Why they plan for 100 year timelines.- The Captain Fresh Pivot: Moving from a domestic player to global seafood exporter.- Why Yulu dominates 90% of the last mile delivery market.- The Middle India opportunity that most VCs are ignoring.- Red Flags & Green Flags: How to pitch Incubate Fund.Connect with Rajeev:LinkedIn: https://www.linkedin.com/in/rajeevrankaIncubate Fund Asia: https://incubatefund.in/SMBC Asia Rising Fund - https://www.smbc-asiarising.vc/VC10X links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to prashantchoubey3@gmail.com#VentureCapital #StartupIndia #IncubateFund #JapaneseInvestment #CaptainFresh #QuickCommerce #Yulu #Entrepreneurship #BusinessPodcast

Today's guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel's “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today's episode, Jack walks through the ins and outs of investing in founder-led companies and what has led them to historically outperform. He also explains his approach to asset allocation, which structures portfolios based on time horizons rather than traditional asset classes. Finally, he offers an outlook for equities and fixed income next year, discusses private market opportunities, and looks at the future of Cresset Asset Management. (0:00) Starts (1:51) Overview of Cresset Asset Management (6:40) Founder-led companies: Advantages and portfolio impact (19:52) Fixed income and private market investment strategies (26:32) Future prospects in Opportunity Zones and equities (31:15) Currency considerations and foreign investment opportunities (37:01) Jack's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy holidays—and let's be real: the markets, the economy, and “the plan” don't look clean right now.In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table.Here's the uncomfortable truth: most advisors are selling the same portfolio with a different logo on it. Same playbook. Same funds. Same “set it and forget it” pitch. Shana breaks down why alternatives—private credit, direct lending, and other non-traditional tools—can be a legit way to differentiate… IF you're actually doing planning and not just product-pushing.Then we go straight at the elephant in the room: crypto and “controversial” investments. If your advisor's entire view is “it's a scam,” that's not wisdom—that's laziness. You don't have to love crypto to be qualified. But you DO have to have a thoughtful, educated stance. Because the future client is already there, already curious, already investing… and they're not waiting for the industry to catch up.We also talk about where advice is headed: less AUM worship, more fee-for-service, coaching, and real-life decision support. Translation: if you can't deliver value people can't get from a brokerage app, you're going to get left behind—fast.Watch the full episode here:https://youtu.be/Wv8sctzRALQAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

In a season of Stillness, but I'm still here. ❤️‍

In this episode, Brett Winton and Lorenzo sit down with Carlos Domingo, CEO and co-founder of Securitize, to explore how blockchain infrastructure is transforming capital markets. As a pioneer in the tokenization space, Carlos unpacks what it means to issue native securities—like stocks, bonds, and credit funds—on chain and why the modernization of legacy financial systems is long overdue. Carlos details Securitize's role as a registered transfer agent and broker-dealer, their regulatory journey with the Securities and Exchange Commission (SEC), and why native tokenization (not synthetic derivatives) is essential for future growth. They discuss the promise of 24/7 trading, peer-to-peer transfers, composability with decentralized finance (DeFi) protocols, and the global democratization of financial access—especially in markets underserved by traditional systems. The episode also dives into the tension between blockchain-native systems and financial incumbents, the logic behind Securitize's decision to go public via a special purpose acquisition company (SPAC), and the asset classes best suited for tokenization—from treasuries to public equities and beyond.Key Points From This Episode:(00:00:00) Why capital markets need a blockchain-based ledger upgrade(00:05:46) How tokenization improves global accessibility and financial user experience(00:07:35) Real-world examples: Tokenized treasury and credit funds(00:10:29) Understanding how ownership works: DTCC, transfer agents, and blockchain(00:17:08) Global appetite for tokenized stocks, following stablecoin adoption(00:18:24) Tokenizing private equity and venture capital for broader access(00:25:34) How Securitize tokenizes assets the right way—with issuer involvement(00:28:55) Regulatory clarity accelerates tokenization adoption(00:30:08) Open blockchain infrastructure unlocks composability and innovation(00:35:50) Where Securitize fits in the capital markets stack(00:37:13) Projecting tokenized assets: From $4.6B to $200B assets under management (AUM)(00:39:46) Why Securitize stays blockchain-agnostic despite protocol growth

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jennifer James, Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo, to uncover how one of the world's largest software-focused private equity firms grew from $8B to over $180B in AUM while staying true to its core values. Jennifer shares how trust, transparency, and culture form the foundation of Thoma Bravo's enduring success, from nurturing long-term LP relationships to leading through market volatility. She reveals the firm's people-first principles, including the “Four Eyes in the Room” approach to authentic connection, and how disciplined, values-driven leadership shapes lasting impact. Listeners gain actionable insights on scaling without losing integrity, building cohesive teams, and redefining work-life balance through seasons rather than perfection. Meet Jennifer James:Jennifer James is Managing Director, Chief Operating Officer, and Head of Investor Relations & Marketing at Thoma Bravo, based in San Francisco. With over two decades of experience in private equity and venture capital, she leads the firm's global operations, investor relations, and industry communications programs. Recognised by The Wall Street Journal and San Francisco Business Times for her leadership in fundraising and influence, Jennifer previously held senior roles at Sofinnova Ventures and Alta Partners. She holds an MBA from Northwestern and an AB in History from Bowdoin College.

In this episode, senior reporter Carmela Mendoza sits down with Sabina Comis, global managing partner, and Kenneth Young, a partner and co-chair of the corporate and securities practice at Dechert, to unpack key findings from the law firm's 2026 Global Private Equity Outlook. The survey results, gathered from 100 senior-level executives at global PE firms with at least $2.5 billion in AUM, highlight creative deal structures and the importance of distributions for LPs. The results provide insight into where the asset class may be heading in the next 12 months. The discussion centres on the gradual thawing of traditional exit channels. The pair outline the most promising opportunities for capital deployment in 2026. The episode also explores why more GPs plan to make management stake divestitures in the next 24 months and the regional differences behind them; how capital pools are developing to keep companies private for longer; and why future product design of semi-liquid funds could address concerns around valuations.

"Scotland has always had a strong pull on my imagination and I've always wanted to visit. This sound file was my first choice from the many offered by Cities & Memory for their Autumn Project. Coincidentally, this past summer, while vacationing with my family in Assateague, Virginia, I made a recording of the ocean shore while standing on the beach. When I began the Autumn Project, I decided to use both as a sort of bridge between my real life in the United States and my imagined life in Scotland.  "Most of the music here was from an ambient piece I came up with during a Sunday morning session a week or two ago. My working title for it was Midnight Mariner. Other sonic elements added for this new piece evoke the bell of a buoy rolling in the waves, the ethereal singing of the Cocteau Twins' Elizabeth Fraser, and a muffled, indistinct drum pattern that sounds as if it is being played underwater.  "This submission was composed/assembled on my iPad inside the host software app AUM. I used a variety of iOS instruments and effects singly and in combination, including apps by Klevgrand, Bleass, Baby Audio, Audio Kit, Octachron, Fugue Machine, and Bram Bos. Some mixing was done automatically using MIDI controllers and LFOs, and some manually with a NanoKontrol2.  "Playing throughout the piece are two seashore sound recordings that complement each other nicely. The original sound file from the Isle of Skye is panned slightly left, and a similar sound file recorded while vacationing with my family at the beach in Assateague, Virginia, is panned slightly right." Waves in Elgol, Skye reimagined by daddy fall down.

Vandaag gaan we terugblikken op het cryptojaar 2025. Dat doen we aan de hand van de 21 voorspellingen die we vorig jaar gedaan hebben. Zaten we er naast? Wat hadden we goed? En welke trends hebben we totaal gemist? En welke verhalen speelden de hoofdrollen in 2025? Veel luisterplezier.Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Firefish, Amdax, Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:11:00) 1. ETF's VS – Nieuwe spot crypto ETF(00:20:00) 2. IBIT in top 10 grootste ETF's o.b.v. AUM(00:25:00) 3. Narratief 2025(00:45:00) 4. Softfork Bitcoin(00:51:00) 5. Strategische Bitcoin Reserve(00:58:00) 6. Crypto IPO's(01:00:00) 7. Coinbase in S&P 500(01:03:00) 8. BTC Slotkoers(01:12:00) 9. BTC Hoogste koers(01:13:00) 10. Top 3 crypto's eind 2025 (excl. stablecoins)(01:17:00) 11. Ether vs. Bitcoin(01:23:00) 12. Saylor op z'n voetstuk(01:28:00) 13. Murad z'n supercycle(01:31:00) 14. Mempool leeg(01:34:00) 15. Lightning en regelgeving(01:36:00) 16. Hashrate boven 1.200 EH/s(01:38:00) 17. Alternatieve Bitcoin client(01:41:00) 18. MicroStrategy BTC eind 2025(01:42:00) 19. Grootste hack 2025(01:48:00) 20. Candle van 25K in een dag(01:50:00) 21. Pullback van 35%(01:52:00) Wat hebben we gemist?

What stage are you in right now? What stage is this in the story of you,in the story of your unfoldment?Can you kiss it, the way God is kissing you?Can you look at it, the way God sees it? You have to keep discriminating between the real and the unreal.This, that you find yourself in was not sent to hurt you.It was sent to heal you.It was sent to help 'you' find 'You'.Relax more. Soften, even more.That's how you kiss the stage.That's how you allow the stage to make room for the next.In this relaxation,in this step back, this step away from the one you thought you were,"right action arises by itself."*Miracles, find you. Hafiz says, "I don't want to step so quickly over this sacred place on God's body. That is right beneath your own foot."Slow down. Bow down. I Love YouI Am Younik Support the show:▶▶https://www.patreon.com/goodmornings__________________________________________Today's Quotes: *Lao Tzu "The deeper meaning of "name" is a reference to Cosmic Vibration (the Word, Aum, Amen. God as Spirit has no circumscribing name.Whether one refers to the Absolute as God or Iehovah or Brahman or Allah, that does not express Him. God the Creator and Father of all vibrates through nature as the eternal life, and that life has the sound of the great Amen or Aum. That name most accurately defines God."Those who believe on his name" means those who commune with that Aum sound, the voice of God in the Holy Ghost vibration. When one hears that name of God, that Cosmic Vibration, he is on his way to becoming a son of God, for in that sound his consciousness touches the immanent Christ Consciousness, which will introduce him to God, Cosmic Consciousness." - Yogananda, The Yoga of Jesus"A man sees a thing in one way through reasoning and in an altogether different way when God Himself shows it to him."-Bhagawan Sri Ramakrishna"Discouragement is not from God." - St. Ignatius of Loyola"You don't criticize the moon for not shining the same each nightyou don'tlook up at it and sayyou're not trying hard enoughbecause the moon doesn't have to be full and brightevery night to be lovedand neither do you." -Ida Banks"Let the mess inside your head settle. breathe. it's going to be okay." -Shweta"A mind that is fast is sick. A mind that is slow is sound. A mind that is still is Divine." -Sri Meher Baba"I do notWant to step so quicklyOver this sacred place on God's bodyThat is right beneath yourOwn footAs IDance withPrecious lifeToday." - Hafiz (translated by Ladinski)"READ THE GOSPEL ATTENTIVELY AND YOU WILL SEE THAT JESUS SACRIFICED EVEN CHARITY FOR PRAYER. AND DO YOU KNOW WHY? TO TEACH US THAT, WITHOUT GOD, WE ARE TOO POOR TO HELP THE POOR.ST. TERESA OF CALCUTTA"There really was such a thing as sickness, then there would have to be a lot of fighting to become healed. But since sickness doesn't really exist, by giving this up, by surrendering this feeling, this thought that there is sickness or lack or limitation or anything else, the One Power, the One Perfection, the One God, the One Reality, the One Pure Awareness shines through, and takes over, and you are made Whole." - Robert Adams

Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning FirmIn this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management.Marc shares his journey from day one of the St. James's Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, with big plans to triple the size of the business in the next five years.

Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership and client transition with empathy, structure, and transparency. KayDee Cole is the founder of Clarity Wealth Development, an RIA based in Corvallis, Oregon, that manages $200 million in AUM for 220 client households. Listen in as KayDee shares how she navigated an expedited succession plan after a cancer recurrence, selling equity to her COO through a seller-financed loan and preparing other team members for ownership. We also talk about the structured four-meeting process she created to transition clients to new advisors, how she coached her team through readiness conversations, and how transparent communication helped retain nearly all clients through the change. For show notes and more visit: https://www.kitces.com/468

This week we chat with Paige Finn Doherty!Paige is the Founding Partner of Behind Genius Ventures, an early-stage venture firm managing nearly $14 million in AUM. Behind Genius makes concentrated investments in pre-seed and seed-stage companies led by technical storytellers across applied AI, frontier tech, and what's next.A writer and former engineer, Paige first broke into venture capital in a truly unconventional way by writing a best-selling “children's book for adults” about how venture capital works, Seed to Harvest. At the time, she was working as a Developer Success Engineer at WorkOS, a role she actually landed through Twitter!Paige's impact and storytelling have earned her widespread recognition: she was featured on the Forbes 30 Under 30 Cover in Venture Capital (2022), named a Rising SDSU Aztec Awardee, and most recently, inducted into the Rancho Bernardo High School Hall of Fame.Originally from San Diego and now based in San Francisco, Paige continues to bring transparency, creativity, and heart to the world of venture through storytelling and curio✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Paige Finn Doherty: @paigedohertyBehind Genius Substack: @behindgenius.substack.com@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger

Send us a textSteve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community. Follow us on LinkedIn - Internal Use Only Check us out on Instagram for show updates, video clips, and weekly memes.Support the show

“There's some articles out there that [suggest] once there's losses, there could be a bunch of fire sales of assets ... not true,” says KKR Partner and Global Head of Private Credit Daniel Pietrzak when discussing misunderstandings about private credit markets. “We've got $131 billion of AUM. Almost none of that has any redemption feature.” Pietrzak joins Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about volatility, continued market growth – especially in asset-based finance – and strategic partnerships like the company's recent deals with Harley-Davidson and PayPal. They also examine global opportunities, how AI factors into lending decisions and the benefits of diversification. The Credit Crunch podcast is part of BI's FICC Focus series.

Kevin chats with Jay Rollins about his 40-year journey building and selling four companies, from RTC-era distressed acquisitions to growing JCR Capital to $1.6 billion in AUM before selling to Walker Dunlop in 2018. Now Jay's doing something different with Canopy Real Estate Partners—scouting real estate operators between 35 and 45 who've proven they can do deals but have never recruited institutional capital. His pitch: let Canopy put discretionary capital in your hands, teach you fund management, and help you build a platform, taking no equity in your company beyond what's earned at the project level. Jay discusses how he's matched his fund product to investor appetite with a structure that behaves like a real estate bond—6% current return, four-year duration, 18% at exit, with only 50-55% leverage—designed for LPs tired of "trust me, I'll call you in five years." The conversation covers why having discretionary capital in the middle market is a massive competitive advantage, how proper promote structures and vesting drive team alignment, and why basic interpersonal skills like looking someone in the eye and remembering their name will put you ahead of 95% of the younger generation.

“Wealthy people have an investing playbook: a system that works whether markets boom, crash, or move sideways.” Jaspreet breaks down the 5-step playbook he wishes he had on Day 1: how to fund your investments automatically, choose between cash flow vs. growth, pick a strategy (passive, outsourced, or active), design a real portfolio across asset classes, and set a smart selling + tax plan. Less guessing, more compounding. What You'll Learn The money-flow system: 75/15/10 (or 50/30/20 if you're going aggressive) + 3 separate bank accounts Cash Flow vs. Growth: how to pick, and why starting with one matters Strategy tiers: Passive (ABB: Always Be Buying), Outsourced (AUM & fees), Active (research-first) Portfolio design beyond stocks: business, real estate, stocks, speculative (startups/crypto), gold Selling & taxes: when to trim, 1.5% AUM math, and why real estate's 1031 exchange can defer taxes Chapters 00:00 Hook: The playbook the wealthy use 01:02 Step 1 — Get the money to invest (75/15/10, 3 accounts, automation) 05:28 Step 2 — Define your goal: cash flow vs. growth 09:10 Step 3 — Choose a strategy: Passive, Outsourced, or Active 15:22 Step 4 — Build the portfolio (asset classes & real diversification) 21:05 Step 5 — Selling rules, fees, and taxes (1031s, capitals gains) 25:40 Putting it together: the playbook in one page Keywords: investing playbook, how to start investing 2025, cash flow vs growth investing, ABB always be buying, 75/15/10 rule, investing strategy passive vs active, diversify beyond stocks, real estate investing basics, AUM fees explained, 1031 exchange basics, Minority Mindset #investing #personalfinance #wealthbuilding #stockmarket #realestate #MinorityMindset #financialeducation Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link.briefs.co/3JJ8LOT Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model.Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwork—and the turning point when he found a corporate RIA structure that gave him real leverage. By outsourcing back-office work while keeping full autonomy, he accelerated growth and regained the joy of advising. We also get into the numbers, including payout grids and the math that helped him reach roughly $200k in revenue with low personal overhead.We talk niche and pricing strategy, too. Engineers often want DIY portfolio control, so Andy pairs flat-fee planning with optional low AUM. He also offers practical marketing advice: increase your at-bats, stay consistent on LinkedIn, and build offers for a specific audience—not everyone.If career change, fee-only planning, or intentional business design resonates with you, hit follow, share with a colleague, and leave a quick review so others can find the show.Andy's Linkedin:https://www.linkedin.com/in/andy-cole-pe/Music in this episode was obtained from Bensound.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager.We sat down in Vista's NYC office with David Breach, Vista's President and Chief Operating Officer.David sits on Vista's Executive Committee, the firm's governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm's Private Equity Management and Vista's Private Equity Funds' Investment Committees. David is also the Co-CEO of VistaOne, Vista's evergreen private equity vehicle, and serves on the Investment Committee and Board of Directors. He also sits on the boards of Vista portfolio companies Jamf, Solera, and Stats Perform.David, who has been instrumental in helping the firm chart its growth path to over $100B in AUM, joined Vista in 2014 after as a career as a Partner at law firm Kirkland & Ellis, where his practice focused on the representation of private equity funds in all aspects of their business. David was a member of K&E's 15-person global executive management committee and a founding partner of its San Francisco office.David and I had a fascinating and thought-provoking conversation about private markets and Vista's evolution as a firm: How and why Vista has become a “scaled specialist.”The journey from $13B in AUM to $100B.The opportunity in enterprise software investing and how enterprise software is an expanding market opportunity.The reason why Vista decided to build out a dedicated wealth solutions business.How firms can differentiate in the wealth channel.How firms can be measured and thoughtful with how they build evergreen solutions.The opportunity for large companies to adopt GenAI for cost-savings and revenue generation.The skills that might be valuable in the age of AI.Thanks David for coming on the show to share your wisdom and expertise in private markets.Show Notes00:00 Introduction to our Sponsor, Ultimus01:59 Welcome to the Alt Goes Mainstream Podcast02:07 Introducing David Breach03:30 David Breach's Career Journey05:22 Transition to Vista Equity Partners06:03 Joining Vista and Initial Impressions06:30 Vista's Vision and Growth09:03 Operational Excellence at Vista10:35 Investment Strategy and Alignment13:27 Scaling Vista's Operations16:44 Building Vista's Wealth Business17:04 Vista's Core Values and DNA19:29 Strategic Decisions in Wealth Management20:19 Educating on the Wealth Space20:46 Modeling and Investment Decisions21:42 Hiring and Team Building22:07 Balancing Opportunity and Capacity22:29 Evaluating Firm's Commitment23:47 Institutional Investors' Concerns24:48 Addressing Investor Concerns25:22 Industry Trends in Private Markets26:16 The Growth of Private Software Companies28:46 The Resilience of Software Businesses29:36 Diversification in Software Investments30:33 The Role of Generative AI in Software32:54 Operational Improvements with GenAI33:32 Product Enhancements with GenAI33:49 Agentification of Software34:51 Financial Impact of AI on Software Companies36:41 GenAI in Middle Market Companies37:25 Vista's Edge in GenAI38:27 CEO Perspectives on GenAI39:04 Encouraging AI Adoption in Companies42:37 The Human Element in the Age of AI43:26 Preparing Teams for AI Integration45:37 Advising Wealth Managers on GenAI48:26 Vista's Vision for the Future49:49 Building a Software Investing Factory50:42 Excitement for the FutureEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Welcome back to the Alt Goes Mainstream podcast.Today's episode was filmed at ING's HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING's wealth management and private markets practice.We sat down with Anneka Treon, ING's Global Head of Private Banking, Wealth Management & Investments, and Johan Kloeze, Head of Private Banking & Wealth Management Netherlands, to discuss ING's big ambitions in private markets.ING, which manages over €260B of invested assets across 5 million clients, has made a major push into private markets. Led by Anneka and Johan, the firm has built out a Private Markets business that has grown AUM in three years since its launch. ING has partnered with established alternative asset managers to create one of the largest evergreen fund platforms in European wealth management.Anneka, Johan, and I had a fascinating discussion about wealth management, how to bring private markets to advisors and clients, and how to educate the wealth channel about private markets. We covered:What Anneka means by “fast money versus slow money.”Why it's important for advisors to bring private markets “to the kitchen table.”How to transform savers into investors — and why that matters.Why focus on private markets.The challenges with building a private markets business.Figuring out how to partner with alternative asset managers.How and why ING has focused on curation when building its private markets platform.The benefits and challenges of evergreen funds.Thanks Anneka and Johan for sharing your wisdom and expertise at the intersection of private markets and private wealth.Show Notes00:00 Message from our Sponsor, Ultimus01:43 Welcome to the Alt Goes Mainstream Podcast01:57 Introduction to Johan Kloeze and Anneka Treon03:19 Guest Welcome and Backgrounds04:05 Johan's Journey at ING05:07 Anneka's Background and Ambitions06:58 The Importance of Private Markets07:56 Wealth Creation and Preservation08:25 Building the Private Markets Business14:55 Educational Approach to Private Markets16:19 Making Private Markets Human20:54 Curating the Right Managers23:02 Slow Money vs Fast Money24:07 The Bookcase Analogy24:21 Cash Flow Dynamics24:27 The Importance of a Stable Financial Foundation24:53 The Role of Quality Managers in Investment25:16 Motivations Behind Public vs. Private Markets26:13 Educating Younger Clients on Slow Money28:04 The Role of ING in Providing Diverse Investment Options28:47 Challenges in Building a Private Markets Platform29:46 The Success of Evergreen Vehicles31:25 Anneka's Perspective on ING's Private Markets Strategy32:18 Humanizing Private Markets32:54 Opportunities in the ELTIF Space34:24 Educating Clients on Private Markets36:29 The Future of ING's Private Markets Platform37:43 Balancing Digital and Human Approaches38:49 The Importance of Simplifying Investment Concepts38:57 The Role of Liquidity in Private Markets39:53 Lessons Learned in Building an Investment Platform41:38 The Entrepreneurial Spirit of ING's Clients42:46 The Need for Harmonization in Private Markets44:36 The Growth Roadmap for ING's Private Markets45:07 The Future of Private Markets InvestmentsEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Chris Kim is the Co-Founder and CEO of Axis. Prior to Axis, Chris co-founded Alphanonce in 2018, growing it into a leading quantitative hedge fund with $400 million in AUM. Chris entered the digital asset industry as the first hire at QCP Capital, where he ran the firm's most profitable arbitrage book, specializing in cross-currency arbitrage strategies. He was a leading early market maker for stablecoins in regional markets and among the first to trade non-USD stablecoins. Before transitioning to digital assets, Chris built his foundation in FX and cross-border payments, developing deep expertise in currency markets and international financial flows that would later inform his approach to digital asset trading.

Chris Kim is the Co-Founder and CEO of Axis. Prior to Axis, Chris co-founded Alphanonce in 2018, growing it into a leading quantitative hedge fund with $400 million in AUM. Chris entered the digital asset industry as the first hire at QCP Capital, where he ran the firm's most profitable arbitrage book, specializing in cross-currency arbitrage strategies. He was a leading early market maker for stablecoins in regional markets and among the first to trade non-USD stablecoins. Before transitioning to digital assets, Chris built his foundation in FX and cross-border payments, developing deep expertise in currency markets and international financial flows that would later inform his approach to digital asset trading.

On March 20th, 1995, the Tokyo subway system was flooded with sarin nerve gas in a coordinated terrorist attack by the religious cult Aum Shinrikyō. Led by the charismatic new-age guru, Shoko Asahara, the well-funded and technologically ambitious Aum organization manufactured and deployed chemical weapons in an attempt to bring about the end of the world. In the chaos that followed, 13 people were killed, thousands were injured, and the international community shuddered at the possibility of future attacks by fringe political groups.    SOURCES: Amarasingam, A. (2017, April 5). A history of sarin as a weapon. The Atlantic.  Cotton, Simon. “Nerve Agents: What Are They and How Do They Work?” American Scientist, vol. 106, no. 3, 2018, pp. 138–40.  Danzig, Richard; Sageman, Marc; Leighton, Terrance; Hough, Lloyd; Yuki, Hidemi; Kotani, Rui; Hosford, Zachary M.. Aum Shinrikyo: Insights Into How Terrorists Develop Biological and Chemical Weapons . Center for a New American Security. 2011. Gunaratna, Rohan. “Aum Shinrikyo's Rise, Fall and Revival.” Counter Terrorist Trends and Analyses, vol. 10, no. 8, 2018, pp. 1–6.  Harmon, Christopher C. “How Terrorist Groups End: Studies of the Twentieth Century.” Strategic Studies Quarterly, vol. 4, no. 3, 2010, pp. 43–84. JSTOR, http://www.jstor.org/stable/26269787.  “IHT: A Safe and Sure System — Until Now.” The New York Times, 21 Mar. 1995. Jones, Seth G., and Martin C. Libicki. “Policing and Japan's Aum Shinrikyo.” How Terrorist Groups End: Lessons for Countering al Qa'ida, RAND Corporation, 2008, pp. 45–62.  Kaplan, David E. (1996) “Aum's Shoko Asahara and the Cult at the End of the World”. WIRED.  Lifton, Robert Jay. Destroying the World to Save It: Aum Shinrikyo, Apocalyptic Violence, and the New Global Terrorism. 1999. Murakami, Haruki. Underground: The Tokyo Gas Attack and the Japanese Psyche. Translated by Alfred Birnbaum and Philip Gabriel. 2001. Murphy, P. (2014, June 21). Matsumoto: Aum's sarin guinea pig. The Japan Times.  Reader, Ian. Religious Violence in Contemporary Japan: The Case of Aum Shinrikyo.  2000. Tucker, Jonathan B. “Chemical/Biological Terrorism: Coping with a New Threat.” Politics and the Life Sciences, vol. 15, no. 2, 1996, pp. 167–83.  Ushiyama, Rin. “Shock and Anger: Societal Responses to the Tokyo Subway Attack.” Aum Shinrikyō and Religious Terrorism in Japanese Collective Memory., The British Academy, 2023, pp. 52–80.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Alt Goes Mainstream podcast.Today's episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York.Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience.Armen, who joined Oaktree in 2007, has been an integral part of scaling Oaktree to over $209B in AUM. Oaktree, a storied firm, particularly in distressed credit, was recently fully acquired by Brookfield, the $1T AUM alternative asset manager.Armen has a wealth of experience across different areas of credit. He is the Head of Performing Credit, where his responsibilities include oversight of the firm's liquid and private credit strategies and as a portfolio manager within the Global Private Debt and Global Credit strategies. He also led the development of Oaktree's CLO business.Armen and I had a fascinating and thought-provoking conversation. We covered:The evolution of Oaktree's business.How the acquisition by Brookfield has helped scale Oaktree's business.Why private credit is more than direct lending.The nuances of asset-based finance.The current state of the credit markets.How Oaktree has approached distressed credit investing.What Armen's memo would be if he were to write a memo like his colleague Howard Marks. And, why his memo might be titled “this is not your grandma's private credit” or “don't reach for risk to deliver the right return.”Thanks Armen and the Brookfield Oaktree Wealth Solutions team for a fantastic night and Armen for sharing your wisdom and expertise with us.Show Notes00:00 Message from Ultimus, our Sponsor01:59 Welcome to the Alt Goes Mainstream Podcast04:02 Armen Panossian's Background04:22 Early Career and Education05:42 Transition to Finance08:04 Joining Oaktree08:25 Oaktree's Early Days09:25 Investment Philosophy and Growth12:05 Balancing Pessimism and Business Building14:49 Private Credit Market Overview15:45 Core vs. Alpha in Private Credit20:06 Public vs. Private Credit21:39 Technicals and Fundamentals in Credit Markets24:17 Valuation and Risk Management25:22 Consumer Impact on Private Credit25:46 Public Markets as Indicators26:38 Oaktree's Historical Success26:48 Howard Marks' Investment Philosophy26:58 Market Dynamics and Investment Strategies27:18 Opportunities in Life Sciences27:58 Public vs. Private Market Solutions28:27 Understanding Private Credit Risks29:05 Credit Market Technicals29:41 Fraud Vigilance in Credit Markets30:07 Oaktree's Opportunistic Credit Approach31:56 Rescue Lending and Sector-Specific Opportunities32:37 Asset-Backed Finance Explained34:52 Impact of Banking Regulations35:24 Current Trends in Asset-Backed Finance39:47 Navigating the Private Credit Ecosystem40:50 Brookfield and Oaktree Partnership42:09 Wealth Channel Investment Strategies43:40 Brookfield and Oaktree: A Unique Partnership45:45 Concerns in Private Credit48:03 Advisors' Guide to Private Credit50:47 Howard's Memos and Investment Philosophy52:44 Evolving Private Credit Landscape53:48 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Amanda Cruise and Ash Patel interview Scott Lurie, a Milwaukee-based investor, developer, lender, and syndicator who has scaled from single-family flips to $700M+ in AUM. Scott explains how discipline, conservative leverage, and a long-term mindset helped him not only survive but aggressively buy through the Great Recession—including a 410-unit acquisition for $9K per door. He shares why he focuses on value-add industrial and multifamily development today, how he underwrites and syndicates vacant industrial buildings, and why transparency and investor trust are more important than ever in 2025. Scott also breaks down his syndication philosophy, the pitfalls created by “cowboy” operators, and his belief that real estate success comes from 20 years of consistent, disciplined work. Scott LurieCurrent role: Founder, F Street Group; Founder, The Hard Money Co.Based in: Milwaukee, WisconsinSay hi to them at: https://fstreet.com/ | https://thehardmoneyco.com/ | LinkedIn Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Growth rarely comes without sacrifice—and for many advisory firm owners, that means making bold investments that might pinch margins today to create momentum for tomorrow. This episode explores how strategic hiring, branding, and compensation design can help accelerate growth while building a stronger, more scalable team. Morgan Nichols is the CEO of LifeBranch Wealth Partners, an independent broker-dealer practice based in Grapevine, Texas, overseeing $630 million in AUM for 830 households. Listen in as Morgan shares how she doubled her firm's size in just three and a half years in part by investing ahead of the curve, from hiring before capacity hits a breaking point to rebranding her firm to reflect a broader, growth-oriented vision. You'll learn how she designed clear career paths and compensation models that balance stability with opportunity, why she added a dedicated business development director to fuel new growth, and what helped her stay resilient through challenging growth stages.  For show notes and more visit: https://www.kitces.com/466

This week, we chat with Nikhil Basu Trivedi! Nikhil is Co-Founder & General Partner at Footwork, an early-stage focused venture firm in San Francisco. Footwork leads Seed and Series A rounds in companies with early signs of product-market fit, across both consumer technology and the consumerization of enterprise technology.The firm was founded in 2021 and is investing its second fund, with $400M of AUM. Footwork's portfolio companies include Elicit, Felt, GPTZero, Tracksuit, Watershed, and WindBorne. Nikhil was previously a Managing Director at Shasta Ventures, where he led the firm's investments in Athelas, Canva, ClassDojo, Color, Frame.io, Imperfect Foods, Lattice, and The Farmer's Dog. He started his career on the investing team at Insight Partners and on the founding team at Artsy. Nikhil graduated from Princeton University with a degree in molecular biology and finance.✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Nikhil Basu Trivedi: x.com/nbt@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger

Most people love to talk about the “boutique advantage,” but very few can show you what it actually feels like from the allocator's side of the table.Seb Stewart can.Seb is Partner and Head of US Institutional BD at Pacific Asset Management (~$20B AUM) and Chair of IMI, the global think tank for specialist firms. In this episode, Seb and Stacy sit down at NASDAQ Studios to discuss what allocators actually value, why boutiques win when they stop acting like large platforms, and how human behavior (not products or performance) raise real funds. In this episode, you'll hear about:Why fundraising is really about selling people and behavior, not productsThe underestimated trust dynamic between PMs and fundraisersThe behavioral cues allocators read before they ever open your deckWhy boutiques win on access, alignment, independence, and specializationKey insights from IMI's landmark research on what truly sets boutiques apartWhy distribution and story remain the biggest choke points for boutiques More About Seb:Prior to joining Pacific as Head of US Institutional Sales, Seb spent 11 years at emerging market specialist, Somerset Capital Management LLP where he had been a Partner, Head of Client Services and latterly Deputy Head of Marketing. Seb helped grow the firm from $1.5bn to $10bn in AUM, working with institutional and wholesale clients across the world, with a particular focus on pension funds, foundations, endowments, family offices and investment consultants in the US. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

In an environment where there is no shortage of external acquirors, many RIA founders receive regular inbound inquiries from potential suitors. While the compensation from such deals (and the ability to shrink the administrative burdens they face) might be tempting, these offers can be weighed against a desire to grow independently and perhaps pass it on to the next generation. Todd Pisarczyk is the founder of Momentous Wealth Management, an RIA based in Vancouver, Washington that manages $400 million in AUM for 400 client households. Listen in as Todd shares how he hit a turning point after reaching 350 clients and feeling trapped by success, then built a detailed spreadsheet (included in the show notes) to analyze whether to sell or keep his firm. We talk about how the numbers (and lifestyle considerations) ultimately led him to stay independent, the changes he made to scale sustainably, and how his definition of success has evolved from "more growth" to creating a legacy where others can thrive. For show notes and more visit: https://www.kitces.com/465

Kevin Shtofman is the Global Head of Alliances and Corporate Development at Cherre, a real estate data platform powering over $3.3 trillion in AUM. With 20+ years of experience across real estate, finance, and consulting, Kevin leads global initiatives to integrate and contextualize data from systems, third parties, and JV partners, helping investors, operators, and asset managers make smarter decisions. At Cherre, he also oversees strategic partnerships, global expansion, and the innovation roadmap. Prior to joining Cherre, Kevin held leadership roles across the industry, including Chief Operating Officer at NavigatorCRE, and Global Real Estate Technology Strategy Lead at Deloitte, where he advised clients on emerging technologies like AI, automation, and blockchain. A recognized voice in real estate innovation, Kevin brings two decades of experience bridging data, operations, and technology across global real estate markets. Outside of work, Kevin is a golf enthusiast, occasional Ironman, and proud father of three daughters.(02:05) - Kevin's Background(05:19) - Challenges in Real Estate Data Management(06:52) - Cherre's Approach to Data Integration(13:48) - Evolution of Cherre's Platform(21:41) - Client Success Stories(24:58) - Future of Real Estate and AI(25:23) - Feature: Blueprint - The Future of Real Estate - Register for 2026: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on September 22nd-24th, 2026. As a friend of Tangent, you can save $300 on your All-Access pass(29:58) - Introducing Cherre AI Agent Marketplace(33:58) - AI Use Cases(40:06) - The Future of Real Estate Data(42:29) - Affordable Housing and Investment(47:37) - Collaboration Superpower: William Levitt (Wiki) & Larry Brown (Wiki)

Don and Tom go deep on a shady “non-profit” financial education group that funnels retirees into high-commission indexed annuities, using a listener tip to unpack the advisor's fake credentials, mismatched ADV filings, dubious fiduciary claims, and the simple math that reveals where the money really comes from. Along the way, they cover how to investigate advisors yourself, why financial fairy tales persist, and answer listener questions on Avantis gold holdings, private equity's impact on small-cap value, and the quality of Schwab's 529 plan. 0:04 Don's industry rant and a look at the “American Financial Education Alliance” disguise. 1:01 How pseudo-nonprofits target advisors and consumers with “no-sales” sales pitches. 2:20 Tom's take on the recycled seminar game and fake educator designations. 3:40 Listener tip sparks Don's PI dive into the flyer, claims, and contradictions. 4:49 How to vet advisors using BrokerCheck and Form ADV. 5:58 The firm's tiny AUM and impossible economics of their claimed operations. 8:02 The Maryland house vs. the Lakewood Ranch mansion — where the money REALLY comes from. 9:25 The inevitable reveal: indexed annuity commissions driving the whole machine. 10:18 Breaking down the seminar pitch language and the deceptive “market returns without risk” promise. 11:24 Why the sales story collapses under math and dividends. 12:34 The “licensed fiduciary” myth and regulatory reality for small firms. 14:38 How consumers get fooled by the fiduciary framing in seminar mailers. 16:13 Don and Tom dissect the pre-fab radio/TV show factories behind these advisors. 17:19 Why the meeting is the real sales trap — and how to avoid it. 18:48 Don's plea: stop believing financial fairy tales. 19:26 Don jokes about infiltrating steak-dinner seminars undercover. 20:14 Transition to listener Q&A from Maryland: AVDV's gold exposure. 21:26 Why Avantis owns gold miners without being “in gold.” 23:47 Momentum, value screens, and why the gold weight makes sense. 24:26 Gold Hill, Oregon 529 question: Is the Schwab plan good? 25:30 Age-based 529s and Schwab's low-cost structure. 27:28 Private equity fears: will it starve small-cap value indexes? 28:41 Why the concern is mostly a media creation, not an investment reality. 29:48 Don on the IPO–private–IPO cycle and how markets actually work. 30:11 Why private equity performs worse in bad markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Colangelo, Chairman of Prime Capital Wealth, shares more about the firm's growth to over $40 billion in AUM since its founding in 2017.

In this episode, I talk with Ron Homer – Chief Strategist for Impact Investing at RBC Global Asset Management, and one of the earliest architects of community development investing in the United States.Ron's perspective was shaped in Bedford-Stuyvesant, where he watched a thriving neighborhood decline not because of its people but because mortgage support and investment disappeared. That experience set him on a five-decade mission to help redirect capital back into places that had been overlooked.He went from banking in Boston to co-founding Access Capital Strategies, where he flipped mortgage-backed securities into something that actually supported low- and moderate-income communities.In 1997, he co-founded Access Capital Strategies with the goal of creating market-grade, fixed-income products that were community-aligned. His idea was to use the same mortgage-backed security structure that powered Wall Street, but build it around loans made to low- and moderate-income borrowers.The model showed that you could structure institutional-grade portfolios that delivered both financial performance and community impact.In 2008, Access Capital Strategies was acquired by RBC Global Asset Management. When the global financial crisis hit shortly after, Ron's portfolios outperformed, especially for clients like New York City. “We were the highest performing investment – made 10% – because people who had 30-year fixed-rate mortgages and were buying them for shelter didn't default.”Today, Ron leads RBC's U.S. impact investing strategy, part of a fixed income platform with about $80 billion AUM. His team oversees about $3 billion in community investment strategies. These include customized portfolios primarily composed of agency-backed mortgage securities targeted at low- and moderate-income borrowers, as well as allocations to SBA loan securitizations and municipal bonds.And the results are measurable: over 50,000 individual homes financed, tens of thousands of affordable multifamily units, and for institutional clients like the City of New York, quarterly reports that track each dollar to the specific mortgage, census tract, borrower income level, and racial demographics, down to the loan level.But data only tells part of the story. What keeps Ron going is something deeper: the ripple effect.He believes homeownership and small business act as beacons within communities. “If you have one or two people who take pride in their home, maybe that becomes three people and four people and five people." That's how change takes root, with visible progress that others want to join.Ron also sees what he calls “conditioned helplessness”, a kind of behavioral resignation that sets in when people stop believing their efforts will make a difference.“Some people think the only way to get money is through concessions. But the community doesn't need concessions. They need access.”Ron didn't invent impact investing. But he helped prove it can work, not just morally, but financially. And he did it by choosing reform over revolution, trusting the data, and never letting go of the lesson from Bed-Stuy: that pride and ownership, applied the right way, can change everything.Tune in.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Ron Homer LinkedIn- RBC Global Asset Management

David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each year originating large scale financing solutions to premier sponsor-backed companies. Over three decades, David was the first arbitrage analyst at Och-Ziff in the mid 1990s, an associate at one of the then largest private equity firms in the late 1990s, and a fundamental, distressed debt investor at quant hedge fund DE Shaw through the GFC. His experiences offer a deep understanding of both sides of the balance sheet, which he brought together in hybrid capital solutions over the last decade. Our conversation traces his journey, lessons learned along the way, and perspectives on today's private markets. We then discuss the need for flexible capital solutions to address private equity liquidity challenges, competitive differentiation in the space, and the process for making it happen across sourcing, creating solutions, and managing risk. Along the way, David shares his refreshingly honest views on investor expectations, leveraged capital structures, good and bad investments, and incentives that help navigate an increasingly crowded marketplace. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

In this episode of Fed by the Fruit, KB dives into a candid and often controversial question: Should Christians do yoga? Drawing from Scripture, church history, and the original roots of yoga in Hinduism, she explains why yoga is far more than physical stretching or relaxation. KB unpacks the spiritual philosophy behind yoga, the meaning of terms like “union” and “Aum,” and why its practices are incompatible with a biblical view of God, worship, prayer, and spiritual warfare.KB also addresses trends like “holy yoga” and “Christian yoga,” lovingly challenging believers to seek discernment, not loopholes. She contrasts yoga's focus on self with Jesus' call to die to self, highlights key Bible passages that warn against pagan practices and divination, and closes with a powerful prayer for wisdom and discernment. If you're a Christian who currently practices yoga—or you've wondered if it's “just stretching”—this episode will equip you with knowledge rooted in God's Word so you can make a decision in obedience to Him.This episode serves as both an informative guide to embrace a healthier, more balanced lifestyle, encouraging listeners to embark on their journeys with renewed vigor and compassion.Reach out to KB on Instagram and share your thoughts.

Pascal Wagner interviews Evan Polaski, digging into what 18 years across retail and multifamily have taught him about raising capital through multiple market cycles. Evan shares what it was really like trying to raise an institutional fund heading into the 2008 crisis, how the “denominator effect” froze commitments, and why that experience still shapes his view of risk today. He contrasts institutional and retail LP behavior, explains why he's gravitated back to necessity-based retail, and calls out the dangers of marketers-turned-operators who chase AUM instead of disciplined deals. Evan also walks through how he evaluates sponsors as an LP himself, what “conservative underwriting” should actually mean, and the specific questions passive investors need to ask about performance versus the original pro forma. Evan PolaskiCurrent role: Director of Capital Raising, BlackGate Partners Based in: Cincinnati, Ohio Say hi to them at: https://goblackgate.com | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication tweaks can turn satisfied clients into proactive advocates, driving steady, qualified opportunities week after week. David Stevens is the President of Stevens Capital Partners, an RIA based in Omaha, Nebraska, managing $500 million in AUM for 475 households. Listen in as David shares how he's built a thriving referral engine—receiving 10 to 15 client introductions per week—by teaching clients how to make meaningful connections instead of simply "asking for referrals." You'll learn about the timing and phrasing he uses to normalize referrals during onboarding, how he uses text messaging in this process, and how his firm has adapted as it has added clients across a range of segments. For show notes and more visit: https://www.kitces.com/463

Send us a text[Original air date, November 19, 2024]  Miguel Armaza travels to Alexandria, Virginia for an in-person interview with a fintech legend: Nigel Morris, Co-Founder of QED and Capital One. QED is a global fintech venture capital firm that has backed numerous amazing companies, including Credit Karma, Nubank, Avant, SoFi, and Klarna. They currently have over $4.0 billion in AUM.Prior to QED, Nigel co-founded Capital One in 1994. The bank today is amongst the 10 largest banks in the US with almost $500 billion in assets. They are also one of the most innovative financial institutions that have inspired countless of entrepreneurs worldwide.Timestamped Overview00:00 Intro 01:25 Nigel's Background05:02 Driven by Curiosity and Empiricism09:03 Banking economics and unsecured credit10:10 Data economics and scientific method14:12 Intentional Leadership Shapes Culture18:25 NuBank exceptional net promoter scores22:37 Fintech Journey Early Stages25:06 Financial inclusions global expansion27:50 Big Tech AI Dominance33:16 Co-Founder Synergy and Longevity36:00 Effective board meeting essentials37:25 Effective Board Meetings Matter42:09 Climbing a million feet yearly44:21 Fintech empowering global changeWant more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Meditación del Evangelio según San Lucas 17, 1-6 por el biblista P. Norberto Padilla, misionero claretiano.Lunes 10/nov/2025, Si siete veces vuelve a decirte: "lo siento", lo perdonarás.Canción: Tú lo llenas todo (2021), de Nelly y Carlos----------Lectura del santo evangelio según san Lucas 17, 1-6En aquel tiempo, Jesús dijo a sus discípulos: "Es inevitable que sucedan escándalos; pero ay del que los provoca. Al que escandaliza a uno de estos pequeños, más le valdría que le encajaran en el cuello una piedra de molino y lo arrojasen al mar. Tengan cuidado. Si tu hermano te ofende, repréndelo; si se arrepiente, perdónalo; si te ofende siete veces en un día, y siete veces vuelve a decirte: "Lo siento", lo perdonarás." Los apóstoles le pidieron al Señor: "Auméntanos la fe." El Señor contestó: "Si tuvieran fe como un granito de mostaza, dirían a esa morera: "Arráncate de raíz y plántate en el mar." Y les obedecería".Palabra del Señor... Gloria a ti, Señor Jesús#SoyClaretiano #Evangelio #MisionerosClaretianos #CMFAntillasIntro: Lámpara Es Tu Palabra, de Ain Karem

1) Escándalos: Los escándalos son parte de nuestra iglesia y de nuestra vida, el tema es cuánto afectan y cuánto destruyen. Hay cosas que nos escandalizan y también actitudes o actos nuestros, tuyos y míos, que escandalizan. Por ello, es importante ser prudente y pensar en lo que puede repercutir de cada actitud que generes. El problema es cuando buscas el escándalo como un impulso a ser conocido o a que te tengan presente. Recuerda que la “suerte no dura para siempre” la fama, los placeres y el poder tienen fecha de vencimiento, de caducidad. Los que tienen fama hoy, mañana serán olvidados; los que tienen un cuerpo tremendo mañana envejecerán y los que tienen poder puede que mañana mueran solos. Por tanto, no caigas en el escándalo de tu vida para que tu vida no sea un simple y complejo escándalo. 2) Cuidado: Aprende a ser cauteloso y fíjate bien con quién compartes tus alegrías y penas, porque puede ser que abras un camino que no te lleve a ningún lado. Alguna vez me pasó que, ante una difamación de una hermana, tuve que dar explicaciones de cosas que nunca dije y que nunca hice. Pero alguien sabio me aconsejó que la clave es estar quieto y en silencio para ver cómo se desarrollan las cosas y cómo se las lleva el tiempo; cuando algo es mentira el viento del tiempo se lo lleva y, cuando es verdad, tarde o temprano se manifiesta. 3) Auméntanos: La persona en la cual te estás convirtiendo es mucho más importante que la persona que fuiste. Por tanto, soltá eso viejo que te gira y aprende a mirar lo nuevo, porque todos podemos cambiar y todos cambiamos, el tema es en qué cambiamos. Seguí adelante con actitud y con fe, que con actitud y fe todo puede cambiar y todo se puede lograr. Algo bueno está por venir.

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals. Encore Episode: Measure What Really Matters? Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity.In this episode of The Bid, host Oscar Pulido is joined by Cameron Joyce, Head of Research Insights at Preqin, a part of BlackRock, to explore how private markets could reshape portfolios and investment opportunities by 2030. Cameron shares why the asset class has surged from $11 trillion pre-pandemic to an expected $32 trillion by the end of the decade — and what this evolution means for investors.Together they discuss how companies are staying private longer, why liquidity dynamics are shifting, and how new fund structures are widening accessibility for individuals and retirement savers alike. Cameron breaks down the three major growth engines powering the sector: private equity, infrastructure, and private credit — and explains how megaforces like AI and energy transition are creating new opportunities within each.Sources: “Private Markets in 2030” Preqin October 2025Key moments in this episode:00:00 Introduction to why Private Markets are having a moment now01:01 Understanding Private Markets - Why companies are staying private longer — and where the value creation is shifting.02:01 Growth and Trends in Private Markets - The forecasted $32 trillion in alternative AUM by 2030 and what it means for diversified portfolios.02:46 Impact on Investment Portfolios - The rise of individual access through open-ended fund structures.06:04 Where we are in the private equity cycle — and why lower fundraising periods often precede strong returns.09:56 Infrastructure Investment Opportunities - How infrastructure is becoming a key beneficiary of AI and reshoring trends.11:51 Why private credit and direct lending are gaining momentum as banks step back from traditional lending14:20 Artificial Intelligence in Private Markets - How AI is influencing value creation within privately backed companies.16:40 Conclusion and Final ThoughtsCheck out this Spotify playlist for more content on alternative investing: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbI

Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA based in St. Louis, Missouri, where she oversees $250 million in AUM for 108 client households. Listen in as she shares how her career transitions have helped her find the equity path she was seeking. We talk about how she successfully took over a retiring advisor's book of business, how she achieved a high retention rate in part by refreshing these clients' financial plans and offering deeper tax planning services, and how building her own team has helped her balance career growth with family life. For show notes and more visit: https://www.kitces.com/462

Itamar Novick, founder and General Partner at Recursive Ventures, explains how a repeat-founder's playbook shapes better early-stage investing. Itamar draws on 25 years of startup experience (including executive roles at Gigya and Life360) to describe the firm's disciplined pre-seed focus, how he evaluates founders and markets, and why AI applications built on first-party data will create the next wave of meaningful enterprise value. He shares concrete advice on what founders should share with VCs before/during the first meeting, how Recursive filters opportunities, what makes an investable TAM, and the common reasons he passes after initial interest.In this episode, you'll learn:[03:18] The journey from founder to VC and back again[07:42] How Recursive defines “pre-seed” and why focus matters[12:51] What Itamar looks forward to in the first call with a founder[18:34] Data defensibility and AI applications: where value is created[25:07] The math and reasons behind saying no[31:40] What founders misunderstand about TAM sizing[36:58] Staying emotionally resilient as a founderThe nonprofit Itamar supports: Anti-Defamation League (ADL)About Itamar NovickItamar Novick is the founder and General Partner at Recursive Ventures, a pre-seed focused venture firm investing in AI-driven applications and data-advantaged software products. Before becoming an investor, Itamar spent over two decades as a founder and operator, including leadership roles at Gigya (acquired by SAP) and Life360. His approach to venture blends hands-on operator judgment with disciplined portfolio construction and deep founder support.About Recursive VenturesRecursive Ventures is a founder-GP led fund specializing in pre-seed and seed companies building AI-powered applications with strong data defensibility. The firm operates with a focused portfolio model, quick decision cycles, and direct founder support — avoiding the AUM-driven growth strategies common in larger firms. Recursive backs founders who combine technical depth, market insight, and authentic obsession. Portfolio companies include Life360, Ring, Tile, DataJoy, Armory, Placer.ai, Deel, May Mobility, Akash Network, Tomato AI, Anjuna Security, Harmony.ai among others.Subscribe to our podcast and stay tuned for our next episode.

Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into financial planning not only expands impact, but also fuels practice growth. Zac Larson is the co-founder of IntentGen Financial Partners, a hybrid advisory firm based in Naperville, Illinois, managing $550 million in AUM for 895 households. Listen in as Zac shares how he positions clients as "engaged partners" by focusing not just on net worth but on "net impact," as well as how he uses working conversations about priorities and passions to uncover giving opportunities. You'll learn how IntentGen tracks and publishes the charitable donations it facilitates to build community trust, why the firm built its pod structure to expand advisor capacity, and how its flat-fee-plus-AUM model supports a wide range of engaged clients. Zac also reflects on hosting community fundraising events, offering personal touches like client phone calls, and why building around generosity has been key to attracting aligned clients and creating lasting impact. For show notes and more visit: https://www.kitces.com/461

Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)

While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is paramount, particularly when it comes to the processing and security of their frequent high-dollar transactions.  Stephanie Hughes is the CEO of Wiss Family Office, a multi-family office based in Florham Park, New Jersey, that oversees approximately $1 billion in AUM for 220 households. Listen in as Stephanie shares how her firm delivers a “one-stop shop” experience that reduces client stress by consolidating financial, tax, and legal services under one roof. We talk about the importance of integration and internal communication across service lines, the tools her team is building to monitor client activity and prevent fraud, and how internal workflows support the firm's high-volume, high-stakes client transactions. Stephanie also explains the value of being affiliated with a tax firm, and how that connection drives both strong referrals and immediate client trust. For show notes and more visit: https://www.kitces.com/460