Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Are Advisers at Dynasty Right Now?
02:12 • 4min
The Most Valuable Asset to Investing Is on Your Side
06:22 • 3min
Investment Banking Activity in the Capital Markets Continues to Be High.
09:11 • 2min
Is There a New Trend in Real Estate?
10:49 • 2min
I Don't Think You Can Move a Client Three Times in Five Years
13:03 • 2min
I'm So Happy for You Guys
15:06 • 2min
Do Your Due Diligence, Talk to Your Peers, and Talk to Lawyers.
16:57 • 2min
The Biggest Competition in the R a a Space?
19:16 • 2min
I'm Not Sure What's Going On, but It's a Deto Higher.
21:32 • 2min
The Relationship Between the Client and the Adviser
23:12 • 2min
The Triangulation of Advice
25:04 • 3min
Schwaba Trade
27:51 • 3min
Block Chain - A Disruptive Innovation
30:55 • 2min
Are There Still Holes in Your Technology Stock?
33:09 • 3min
Do You Know What You're Doing With Your Portfolio?
35:55 • 4min
I Don't Sleep Much. I Worry
39:26 • 2min
I Got the Jes. I Got It. I Wanted It
41:11 • 3min
The Biggest Conference Festival Ever!
44:05 • 2min