AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
E114: Brockenbrough $4.3 Billion Investment Edge
How I Invest with David Weisburd
Compounding Success Through Client-Centric Wealth Management
This chapter explores the long-term advantages of focusing on client needs in wealth management, showcasing strong client retention statistics. It also covers the evolution of the OCIO practice and the application of the endowment model to improve investment returns.
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