Episode 157 Differentiating a Second Generation Practice with Alternatives

Update: 2025-01-03

Description

Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Episode 157 Differentiating a Second Generation Practice with Alternatives

2025-01-0325:47

Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

2024-12-0536:36

Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story

2024-11-1826:23

Episode 154 Having the Hard Conversations Around Multi-Generational Wealth

2024-10-2413:53

Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?

2024-10-1516:57

Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community

2024-09-2510:06

Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts

2024-09-1810:20

Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support

2024-09-1335:09

Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

2024-08-2226:47

Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice

2024-07-3038:03

Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship

2024-07-1132:45

Episode 146 Understanding Client Experience as a Growth Accelerator

2024-06-2032:36

Episode 145 Creating the Practice You Want: Coaching Beyond Limits

2024-06-0733:59

Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth

2024-05-2236:52

Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV

2024-05-0242:43

Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth

2024-04-1130:09

Episode 141: Building a COI Referral Network: Working with CPAs

2024-03-2837:52

Episode 140: Tax Topics - Negotiating with the IRS

2024-03-0844:44

Episode 139: Building a Growth-Focused Client Event Strategy

2024-02-2227:16

Episode 138: Designing Data Visualization to Drive Deeper Conversations

2024-02-0728:43

00:00

Episode 157 Differentiating a Second Generation Practice with Alternatives

#box-pro-ellipsis-173651618112082{-webkit-line-clamp:2;}Episode 157 Differentiating a Second Generation Practice with Alternatives

Episode 157 Differentiating a Second Generation Practice with Alternatives

CION Investments

Episode 157 Differentiating a Second Generation Practice with Alternatives