AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
100 - Return Stacking & Portable Alpha w/ Corey Hoffstein
The Trade Busters
How to Market to Individual Investors and Financial Professionals
Do you see retail as a large segment of your target audience? Or are you just primarily focused on institutional? And that's where you focus your marketing. Yeah, I am certainly not adverse to retail by any means. But for my business, we tend to focus on financial advisors largely because if you think about just from a pure business perspective, for me to raise money, if I can find a financial advisory firm that's got $250 million and I can convince them to put 10% of their portfolio in my fund, I raise 25 million like that. Versus how many individual investors need to learn about my portfolio and allocate to it to raise 25 million? It's a substantial number
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode