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The Distribution by Juniper Square
Ep.53: Education as strategy: The Key to Adviser Buy-In - Joan Solotar - Global Head of Private Wealth Solutions - Blackstone
Dec 17, 2024
Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, breaks down her impressive journey from an early finance enthusiast to leading a major player in alternative investments. She emphasizes the transformative power of education in empowering advisors and clients alike to make informed decisions. Joan discusses the importance of authenticity in communication and the need for diversity in finance, along with strategies for navigating market challenges. Her insights on scaling and adapting Blackstone's offerings are essential for thriving in today’s competitive landscape.
50:24
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Quick takeaways
- Continuous education for financial advisors is essential for effectively communicating private investments to clients and enhancing their portfolios.
- Blackstone's commitment to diversity in leadership and mentorship fosters a more inclusive financial industry that better reflects its client demographics.
Deep dives
Transformative Education for Financial Advisors
The impact of education on financial advisors is crucial, as it helps them understand alternative investments and how to present them to clients. One advisor mentioned he had never included private investments in his portfolios until his perspective changed after a meeting with Blackstone representatives. After attending several client meetings with a wholesaler, he gained the confidence to speak about private investments himself, which highlights the need for continuous education in this field. Therefore, educating advisors goes beyond just explaining investment structures; it involves teaching them how to communicate these concepts simply and effectively to their clients.
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Discover
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