10 Minutes / 10 Answers
A new podcast from EventShares, #10mins10answers is a time efficient exploration into investing, economics and wealth management. In 10 minutes, you’ll walk away with 10 answers from leading experts. Keep up to date by visiting EventShares.com/podcast
EP 006 - Rick Cross
[1:45] What makes American Portfolio unique?
[2:35] Why is independence so important for an FA?
[3:35] How has technology changed how you do business?
[5:10] How do you leverage video conferencing with clients?
[6:45] Tell me more about the virtual assistants program?
[7:50] Is fee compression impacting your business?
[8:38] Favorite new investments in 2019?
[9:33] Do precious metals belong in every investor's portfolio?
[10:10] Worst piece of financial advice you consistently hear?
[11:35] Free business tool you recommend?
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EventShares is an investment management firm dedicated to translating legislation and regulation into real world investment solutions. The firm's goal is to provide its clients with attractive, long-term results by following a disciplined approach to investing.