Monthly Archives: March 2023

Episode 157 – The Right Toolkit for the Right Client with Andrew Krei

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Andrew Krei is the Co-Chief Investment Officer at Crescent Grove Advisors, based near their Milwaukee office with other offices in Lake Forest and Atlanta. Crescent Grove provides quality investment and financial guidance and solutions to individuals and their families, institutions, endowments, and foundations. 

In this podcast, Doug and Andrew discuss how Crescent Grove Advisors differentiates itself from other firms in the advisory space, offering different business lines for different clients.

They also discussed:

  • The formation of Crescent Grove and the core values and experience the firm provides for their clients
  • How Crescent Grove meets the financial needs of the specialized client base of ultra-high net worth individuals and families, top executives, and first-generation wealth builders
  • Building an investment platform for a diverse group of clients
  • Crescent Grove’s approach to alternatives and how they fit into a client’s asset allocation
  • The investment strategies the firm is steering clients towards and the methodology used to identify managers that offer them
  • The biggest challenges for investors in 2023 and how Crescent Grove is counseling clients
  • The biggest mistake investors are making right now

 

Resources: 

Crescent Grove Advisors

 

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Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross

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Lincoln Ross is the CEO and President of CircleBlack. CircleBlack provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data from multiple custodians, and delivers actionable intelligence about client portfolios, and more.

In this podcast, Doug and Lincoln look into the inefficiencies in advisor practice from CircleBlack’s standpoint, and the solutions their all-in-one platform provides.

They also discussed:

  • The demand for convenience in the financial services industry and why the transformation is needed
  • The advisor and client exchanges that can and should be offloaded to technology rather than be face to face
  • CircleBlack’s all-in-one platform, including all of the capabilities that an advisor needs to deliver advice to their clients
  • Client retention and communication

 

Resources: 

CircleBlack, Inc.

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Episode 155 – Reviving Real Estate to Demolish the Housing Crisis with Scott Clark

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Scott Clark is the Chairman and Chief Executive Officer of The True Life Companies. The True Life Companies (TTLC) connects people of vision, property owners, investment partners, and municipalities, to generate and implement innovative solutions to our housing crisis.

In this podcast, Doug and Scott discuss how The True Life Companies is reviving and repurposing underutilized properties to provide housing communities and a piece of the American dream for the younger generation.

They also discussed:

  • The launching of TTLC, its mission, and how the firm has evolved
  • The True Life Companies’ path to the advisory community
  • The company’s strategy for creating livable communities out of run-down pieces of real estate
  • The data TTLC uses to determine what geographical locations to assist in
  • Homeownership in the US and the struggle to find attainable and affordable housing

 

Resources: 

The True Life Companies

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Episode 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Joe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry.

In this podcast, Doug and Joe discuss how AIX combines technology, workflows, and a great client experience to help the advisor get their investor into alternative investments.

They also discussed:

  • The background of AIX and what it offers from a tech perspective
  • How AIX works with and helps advisors be more successful
  • The current challenges that advisors are facing and what AIX is solving for them
  • How AIX helps reduce advisor’s friction and the other points of friction that can be seen from an industry-wide perspective
  • What types of alts advisors are looking for in their portfolios and why these specific ones 
  • How AIX is helping the overall alternative investment industry grow

 

Resources: 

AIX Alternative Investment Exchange

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