

In this episode, we talk with Jason Reilly, Partner at Berkshire Asset Management. We talked with Jason about a variety of topics such as growing their asset management firm, the future of SMAs, and getting on the different platform and what the process is like. We also touched on when advisors leave firms, is that a benefit or negative for asset management companies. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
87 قسمت
In this episode, we talk with Jason Reilly, Partner at Berkshire Asset Management. We talked with Jason about a variety of topics such as growing their asset management firm, the future of SMAs, and getting on the different platform and what the process is like. We also touched on when advisors leave firms, is that a benefit or negative for asset management companies. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
87 قسمت
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