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055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi
Manage episode 417191237 series 3001511
Nội dung được cung cấp bởi Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
In early 2023, SHP Financial passed the $1 billion threshold in AUM, or assets under management. If you’ve ever wondered what goes into running a firm of this size, how we choose our managers, and how we help our clients create comprehensive financial plans, today’s episode is for you.
Today’s guest is William Malagodi. William has extensive experience building out hugely successful firms. In this conversation, we explore the art of manager selection, how we manage our day to day operations, and go above and beyond to deliver for our clients.
In this podcast interview, you’ll learn:
- How financial planners learn about the firms and resources they work with and recommend to clients.
- Why it’s all but impossible to use just free information from the internet to build a robust, stress-tested portfolio.
- SHP’s philosophy on risk based and allocation based portfolios.
- What a comprehensive portfolio review at SHP looks like.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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