Mark Cecchini
Wealth advisor who works with high-growth founders at Quadrant Capital. Focuses on building personal capital stacks and wealth strategies for entrepreneurs.
Best podcasts with Mark Cecchini
Ranked by the Snipd community
Sep 2, 2025 • 35min
How To Build A $100 Million+ Book With NO Cold Outreach
Mark Cecchini, Wealth Advisor and Director at Quadrant Capital, reveals his secret to managing over $100 million in assets without cold outreach. He shares how personal branding and social media strategies can boost your practice. Mark discusses the shift towards human-centric relationships in finance and the importance of authenticity. He highlights the power of LinkedIn and X for building connections and attracting younger clients. Plus, he dives into the role of AI in financial advisory and the essential KPIs for success in 2025.
Jun 18, 2025 • 47min
How to Build a Personal Capital Stack with Mark Cecchini, Quadrant Capital
Mark Cecchini, a wealth advisor at Quadrant Capital, specializes in helping high-growth entrepreneurs navigate the complexities of personal finance. In this engaging discussion, he unpacks the concept of a personal capital stack, the pitfalls of basic investment strategies, and the importance of professional financial guidance. Mark also shares insights on managing cash flow, the role of AI in finance, and crafting tailored investment strategies that align with personal goals. A must-listen for entrepreneurs looking to enhance their wealth strategy!
