EDUCATION ASSOCIATE
CHASE
SMITH
A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
LEARN MORE
60
DISC GOLF
COURSES
Book Club (E3)
Creative Confidence
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
Tools to Build a Successful RIA
(S4 E22)
What are the best tools for Financial Advisors to run an RIA? Learn from your peers as we share what works for us.
Potomac Couch (E2)
Live Long and Prosper
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Transition to Model Custom Management
(S4 E19)
How can customizations and more specifically, custom SMAs, provide added benefits for Financial Advisors?
Donor Advised Funds
(S4 E9)
Following our “February Hot Takes” we dive deeper into Donor Advised Funds. How can they help advisors grow?
Custom SMA and Direct Indexing
(S4 E5)
While currently hot topics: Is direct indexing a fad? Is the custom SMA overhyped? Where can financial advisors…
Chase Smith is laser focused on helping advisors find the right fit. Working to understand advisors’s goals, business structure, and needs, he curates solutions that improve their client’s experience.
Great Lakes >
- playing or watching sports 93%
- craft beer 72%
- iced coffee 85%
CONNECT WITH ME!
DM < EMAIL
@CHASESMITH