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#107 Unlocking the Next Big Developments in The ETF Space w/ Larry Kim, VP & Investment Consultant, Simplify Asset Management Inc.
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation.
In this episode Chris and Laurence Discuss:
1. Career Journey from JP Morgan to Fidelity and Simplify
2. Transition from Mutual Funds to ETFs
3. Innovative Financial Products at Simplify Asset Management
4. Potential Impact of Blockchain on Future Financial Products
Connect With Laurence:
LinkedIn: https://www.linkedin.com/in/laurencekim/ Website: https://www.simplify.us/
Follow us to maximize your marketing, close more clients, and amplify your AUM:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.
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By Chris Brodhead
5
6363 ratings
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation.
In this episode Chris and Laurence Discuss:
1. Career Journey from JP Morgan to Fidelity and Simplify
2. Transition from Mutual Funds to ETFs
3. Innovative Financial Products at Simplify Asset Management
4. Potential Impact of Blockchain on Future Financial Products
Connect With Laurence:
LinkedIn: https://www.linkedin.com/in/laurencekim/ Website: https://www.simplify.us/
Follow us to maximize your marketing, close more clients, and amplify your AUM:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.