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.
- 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