John Hyman Show Art

Episode 9: October 13, 2015

John Hyman is CEO of Algonquin Advisors. The company manages the financial portfolios of high net-worth individuals. Listen in to learn more about the wealth management field and the role that investment advisors play.

 

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  • What does wealth management mean?
  • What his typical day looks like
  • Why they have a small number of clients
  • The research that he has to do on the financial side
  • The new opportunities for investing
  • Why the business is very different than when he entered the business
  • What young people coming into the business should know
  • How he works with customers
  • What they don’t do advertising
  • What they outsource and how they deal with regulations
  • How they deal with ethics
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