– The RIA Podcast with Seth Greene Episode 84 David Dunn
David J. Dunn is the General Partner and Portfolio Manager of the Kingsbridge Alternative Strategies Fund, LP which began in 2009.
Listen to this insightful RIA episode with David Dunn about reinventing the family office.
Here is what to expect on this week’s show:
- How having high value customers means making more money with less paperwork.
- Why it’s important to focus on your clients’ needs and make sure they understand their investment plans.
- How working with families requires a lot of relationship building and trust.
- Why 50% of homeowners have more than 50% of their equity in their home.
- How taking the more difficult route can pay off in the long run.
Connect with David:
Links Mentioned:
https://kwm.us.com/
https://kingsbridgealts.com/
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