Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one.
As we continue to work with independent advisors this year, we’ve found something interesting: advisors don’t really have a great way to even begin a search for good manager.
In what amounts to our first prequel episode, we discuss:
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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