This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in Season 3 Episode 9, “How to Find a Manager” which serves as a prequel to this.
Our season one finale features a recurring conversation we’ve been having recently with Advisors, how to construct a portfolio of managers. We discuss:
- Meeting expectations
- Firm structure
- Program design