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

We hope you enjoy and follow us on this journey!
Listen on Pippa
Subscribe in Apple Podcasts
Subscribe in Google Play

Show Notes:

Redfin
Aventon

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.