100 - Return Stacking & Portable Alpha w/ Corey Hoffstein
The Trade Busters
00:00
How to Talk to Retail Clients
I think this is, I feel like there could be a golden age for retail because there's just so much stuff available. For me as a smaller boutique firm, the scalability really is in working with financial advisors Because they represent a large number of households simultaneously. From a regulatory perspective, you have to have a special license to technically sell to individuals versus it's a different regulatory burden to sell to financial professionals. So those are those are business choices you have to make.
Transcript
Play full episode
