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Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen

Financial Advisor Success

CHAPTER

Transitioning from Mega Institutions to Small to Mid-Size Institutions in the Investment Industry

The speaker discusses their experience transitioning from mega institutions to small to mid-size institutions in the investment industry. They highlight the challenges and drawbacks of working in large institutions, and the value placed on leveraging investment committees and providing transparent results in smaller firms. The chapter also explores the importance of accountability for investment results and the resources and expertise required to succeed in the investment business.

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