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When it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the plans that you build? Do you bore them to tears with lectures about the industry that have nothing to do with them? Today’s guest has found the balance between transparency and relevance, and he’s here to show you how you can increase the value of your service for your clients. Sasha Djurdjevic, CIM, FMA, DMS, is a portfolio manager serving global private and institutional clients at his firm, River Wealth. He has extensive capital markets experience and has held senior investment roles at prominent investment companies in Canada. Listen in to hear what Sasha has to say about his educational approach to financial planning, his tricks for communicating complex ideas to clients in a way that’s relevant to them, and how he balances his business with raising four children. What You’ll Learn in This Episode: Sasha’s unusual niche (6:40) Sasha’s 70% rule for financial planning (13:10) How Sasha acquires clients who live abroad (20:00) How Sasha uses idea generation to communicate complex ideas to clients (24:20) The value of transparency and openness (28:05) How Sasha balances running his practice with his personal life (38:20) Why it’s important to know yourself as an independent advisor (46:10) Links and Resources: Sasha Djurdjevic Aligned Capital Partners Inc. Quotes by Sasha: “Trying to bucket people, and say that if you’re a non-resident you have these unique issues, is useful to a point, but the reality is that every client is different.” “Help people to understand the context a little more, and you’ll end up with a more satisfied or self-actualized client, who then will value your work more highly.” “Instead of trying to come up with a perfect plan, come up with a plan that does a pretty good job of reflecting what’s in front of you and what you know, then put your full effort into that plan.” With Sasha’s experience working with a mix of institutional, retail, and global clients, he’s had to shift contexts, meet people where they’re at, and translate difficult concepts into learning opportunities relevant to each unique client. Below, we’re sharing three key ideas that he’s imparting to you: How Sasha approaches educating his clients The value of transparency and openness Sasha’s 70% rule for financial planning For the rest of the episode, find th
Why jermaine dupri mad at lil nas x latest record? Why nfl finally gave in and decided to work with hov and roc nation? With Sasha banks turning heel, what’s gonna happen to Becky lynch and America favorite team the Dallas Cowboys are in contract limbo. Listen here now! Follow me @letburnrant --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In the longest ever Spoop Hour minisode, we catch up with the spooky things we've been up to! With Sasha's ghost tour in Harper's Ferry, Courtney's newly stolen books on Weird Virginia and Victorian ghost stories, and a listener story, we have a spoopy hodgepodge primed and ready for you. Pi-yahtzee!
On this week's episode, we're talking' about love and Keanu Reeves with the Netflix original film, Always Be My Maybe. As kids, Marcus (Randall Park) and Sasha (Ali Wong) were the best of friends, ultimately leading the pair hooking up as young adults. An awkward encounter that would lead to them loosing touch with one another for over 15 years. With Sasha returning to their hometown as a successful chef, and Marcus still trying to figure out what to do with his life, can the two finally figure out that they're perfect for each other, or will egos get in the way?
With Sasha's sabbatical nearing an end, Brooke and Skip tackle two final Short Trips: "The People's Temple" by Paul Leonard (no Jim Jones here) and Trevor Baxendale's "The Queen of Eros" (with some storge too). This is surely the first time Harlequin Romance novels have been mentioned in our show. It also features even more debate on the poor, misbegotten Sam Jones because we know you can't get enough.
With Sasha's sabbatical nearing an end, Brooke and Skip tackle two final Short Trips: "The People's Temple" by Paul Leonard (no Jim Jones here) and Trevor Baxendale's "The Queen of Eros" (with some storge too). This is surely the first time Harlequin Romance novels have been mentioned in our show. It also features even more debate on the poor, misbegotten Sam Jones because we know you can't get enough.
With Sasha on sabbatical, Brooke and Skip check out some Short Trips from BBC Books wherein we encounter another of Stephen Cole's aliases. How do they compare to the novels? And how does Sam fare? Tune in and find out. The show also includes a plea to model railroaders, an aside on a certain book by Umberto Eco, and Skip needing help recalling a Virgin New Adventure.
With Sasha on sabbatical, Brooke and Skip check out some Short Trips from BBC Books wherein we encounter another of Stephen Cole's aliases. How do they compare to the novels? And how does Sam fare? Tune in and find out. The show also includes a plea to model railroaders, an aside on a certain book by Umberto Eco, and Skip needing help recalling a Virgin New Adventure.
With Sasha and Jeff off this week, it's like the olden days of Category5 as Robbie presents an incredible storage card from Kingston and covers the tech news stories of the week. Read the complete show notes, comment or rate this episode, view pictures and obtain links from this episode at https://category5.tv/shows/technology/episode/521/ Running time: 56 Minutes 27 Seconds
With Sasha off getting married, Robbie and Jeff start unpacking her new computer parts! We'll also have some discussions about security against social engineering and Jeff asks the viewers for help finding a particular solution to protect his kids. Read the complete show notes, comment or rate this episode, view pictures and obtain links from this episode at https://category5.tv/shows/technology/episode/520/ Running time: 1 Hour 18 Minutes 2 Seconds
It all comes down to this! With Sasha poisoned by the psi drug Mad John and Victor only moments away from finding them, Sasha and Abbey must make a last desperate stand against the psychotic psi. Can they hold out long enough for help to arrive? And what will become of Victor after he crosses … Continue reading "MCP 040 – MAKING THE CUT: Chapter 30"