Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one.

As we continue to work with independent advisors this year, we’ve found something interesting: advisors don’t really have a great way to even begin a search for good manager.

In what amounts to our first prequel episode, we discuss:

  • Where does one search?
  • Do custodians offer a solution?
  • Advisor networking
  • Software solutions
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