• 055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi

  • May 8 2024
  • Durée : 34 min
  • Podcast
Couverture de 055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi

055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi

Écouter gratuitement

Voir les détails

  • Résumé

  • 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

    Connect With Us on Social

    • Facebook
    • LinkedIn
    • YouTube
    Afficher plus Afficher moins
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Finances privées Economie
    Afficher plus Afficher moins

    Ce que les auditeurs disent de 055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi

    Moyenne des évaluations utilisateurs. Seuls les utilisateurs ayant écouté le titre peuvent laisser une évaluation.

    Commentaires - Veuillez sélectionner les onglets ci-dessous pour changer la provenance des commentaires.

    Commentaires Audible.fr

    Commentaires Amazon
    Il n'y a pas encore de critique disponible pour ce titre.