Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
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Контент предоставлен Cindy Watson. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Cindy Watson или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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From host Kevin Miller: When I was 7 years old and got out of line, my parents would give me an “attitude adjustment” and make me listen to motivational speakers like Zig Ziglar. I didn’t appreciate it at the time but the experience gave me awareness of how powerful our minds and outlook on life are. I went on to become a pro athlete, have 9 kids, start 17 businesses and become addicted to performance and production. Till I burnt out. Multiple times. That started a quest to not just pursue p ...
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226: Negotiating With Investment Advisors and Negotiating Your Investments
Manage episode 442773858 series 2638418
Контент предоставлен Cindy Watson. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Cindy Watson или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Securing your financial future in the world of finance requires the ability to negotiate effectively with investment advisors and make wise investment decisions. This episode will examine the nuances of these talks and provide you with professional guidance and useful pointers to help you on your financial path. Join your host, Cindy Watson, as she has the opportunity to interview Andrew Parrillo. Stay tuned as we uncover strategies to effectively communicate with advisors and optimize your investments for long-term success.
Andrew is the author of the renowned book Beat the Wealth Management Hustle. He is also the founder of Newport Capital Advisors and Victory Road Investors, and he serves as a general partner of a multi-manager hedge fund. Andrew's extensive experience and deep knowledge in the field make him the perfect expert to help us navigate the complex world of investment negotiations. Let's dive in!
In this episode, you'll discover:
Is it imperative for investment advisors to be prepared to negotiate their fees in order to align with regulatory requirements?
Securities and Exchange Commission requirements for registered investment advisors
The difference between securities brokers and legally fiduciaries
What are the red flags?
How should an advisor determine the specific risk and return preferences that you have?
How do they align them with a portfolio strategy?
What is a risk score and risk tolerance?
How often should you expect changes in my portfolio?
And many more!
Learn more about Andrew:
Website: www.victoryroad.com
Get his book here!
https://www.amazon.com/Beat-Wealth-Management-Hustle-Independently/dp/B0CSMZQ8H1
If you’re looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.
Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you.
Get Cindy’s book here:
Amazon
EBook
Barnes and Noble
CONNECT WITH CINDY:
Website: www.womenonpurpose.ca
Facebook: https://www.facebook.com/womenonpurposecommunity/
Instagram: https://www.instagram.com/womenonpurposecoaching/
LinkedIn: linkedin.com/in/thecindywatson
Show: https://www.womenonpurpose.ca/media/podcast-2/
X(Twitter): https://twitter.com/womenonpurpose1
YouTube:https://www.youtube.com/@hersuasion
Email: cindy@womenonpurpose.ca
234 эпизодов
Поделиться
Manage episode 442773858 series 2638418
Контент предоставлен Cindy Watson. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Cindy Watson или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Securing your financial future in the world of finance requires the ability to negotiate effectively with investment advisors and make wise investment decisions. This episode will examine the nuances of these talks and provide you with professional guidance and useful pointers to help you on your financial path. Join your host, Cindy Watson, as she has the opportunity to interview Andrew Parrillo. Stay tuned as we uncover strategies to effectively communicate with advisors and optimize your investments for long-term success.
Andrew is the author of the renowned book Beat the Wealth Management Hustle. He is also the founder of Newport Capital Advisors and Victory Road Investors, and he serves as a general partner of a multi-manager hedge fund. Andrew's extensive experience and deep knowledge in the field make him the perfect expert to help us navigate the complex world of investment negotiations. Let's dive in!
In this episode, you'll discover:
Is it imperative for investment advisors to be prepared to negotiate their fees in order to align with regulatory requirements?
Securities and Exchange Commission requirements for registered investment advisors
The difference between securities brokers and legally fiduciaries
What are the red flags?
How should an advisor determine the specific risk and return preferences that you have?
How do they align them with a portfolio strategy?
What is a risk score and risk tolerance?
How often should you expect changes in my portfolio?
And many more!
Learn more about Andrew:
Website: www.victoryroad.com
Get his book here!
https://www.amazon.com/Beat-Wealth-Management-Hustle-Independently/dp/B0CSMZQ8H1
If you’re looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.
Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you.
Get Cindy’s book here:
Amazon
EBook
Barnes and Noble
CONNECT WITH CINDY:
Website: www.womenonpurpose.ca
Facebook: https://www.facebook.com/womenonpurposecommunity/
Instagram: https://www.instagram.com/womenonpurposecoaching/
LinkedIn: linkedin.com/in/thecindywatson
Show: https://www.womenonpurpose.ca/media/podcast-2/
X(Twitter): https://twitter.com/womenonpurpose1
YouTube:https://www.youtube.com/@hersuasion
Email: cindy@womenonpurpose.ca
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Похожие на ART of Feminine NEGOTIATION
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with wellness and performance expert, Integrative Medicine Fellow, author & keynote speaker, Kristel Bauer. Live Greatly shares empowering conversations and insights about happiness, wellness & success to support your personal and professional development. Kristel talks with top experts, leaders and inspiring individuals to help you embrace a growth mindset and excel in your work/life. Kristel then ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
The award-winning Curiosity Daily podcast from CuriosityDaily.com will help you get smarter about the world around you. In less than 10 minutes, you’ll get a unique mix of research-based life hacks, the latest science and technology news, and more. Nate Bonham and Calli Gade will help you learn about your mind and body, outer space and the depths of the sea, and how history shaped the world into what it is today.Head to discovery+ to stream even more science content, from Animal Planet to Sc ...
…
continue reading
From host Kevin Miller: When I was 7 years old and got out of line, my parents would give me an “attitude adjustment” and make me listen to motivational speakers like Zig Ziglar. I didn’t appreciate it at the time but the experience gave me awareness of how powerful our minds and outlook on life are. I went on to become a pro athlete, have 9 kids, start 17 businesses and become addicted to performance and production. Till I burnt out. Multiple times. That started a quest to not just pursue p ...
…
continue reading
Achieve Your Goals with Hal Elrod is a weekly podcast dedicated to empowering and equipping you with practical advice and strategies to achieve your goals and dreams. If you are looking for help with achieving your goals in any (or EVERY) area of your life, Hal will give you the inspiration, motivation, and action plan to take yourself and your life to the next level. Subscribe to the podcast and get a new episode every Wednesday.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
We’re on a mission to uncover the science of self-made success. Join host Akua Konadu each week as she interviews some of the most brilliant minds in business—digging deep into the details and uncovering the strategies that turned entrepreneurial dreams into reality. The Independent Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, and get paid faster with HoneyBook, and have business flow your way. Natalie Franke was th ...
…
continue reading
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