Empowering Financial Advisors: A New Investment Horizon

This chapter explores a strategic platform aimed at enhancing the capabilities of financial advisors through innovative tools and products. It also emphasizes the significance of financial education for retail investors, advocating for a more informed and critical approach to investment choices, especially in volatile markets.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led by Andreesen Horowitz.

IN THIS EPISODE, YOU'LL LEARN:

03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn.
12:03 - The strategies that Titan offers.
24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do to keep up their investing game.
27:55 - Joe’s operational framework for Titan.
33:44 - Tips from some of Joe’s biggest mentors.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Titan's website.
Joe Percoco's Twitter.
Trey Lockerbie's Twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Bluehost
Fintool
PrizePicks
Vanta
Onramp
SimpleMining
Fundrise
TurboTax

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests