2min chapter

Financial Advisor Success cover image

Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

The Dynamic of Managing Client Portfolios at Scale

I was looking at port, different portfolios, how they were doing. I was also doing the investment research. It was primarily active managed or almost all active managed open and mutual funds or blue chip stocks. So I would attend due diligence meetings, do research like meaningful research. One could also call it overhead, but like, deeper work on maintaining a centralized kind of investment heartbeat to the firm.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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