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#108 Strategies for Tech-Enhanced Wealth Management w/ Krishna Velaga, Founder, Velaga Advisors
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Krishna Velaga, is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers how Krishna leverages technology and plans to incorporate AI into his services. Tune in for insights on tax planning, alternative investments, and Krishna’s future vision for wealth management.
In this episode, Chris and Krishna discuss:
1-Krishna's Journey from IT to Finance
2-The Role of Technology in Financial Advisory
3-Private Investments and Client Differentiation
4-Ideal Client Profile and Marketing Strategies
Connect With Krishna:
LinkedIn: https://www.linkedin.com/in/velaga/
Website: https://www.velagaadvisors.com/
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.
View all episodes
By Chris Brodhead
5
6363 ratings
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Krishna Velaga, is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers how Krishna leverages technology and plans to incorporate AI into his services. Tune in for insights on tax planning, alternative investments, and Krishna’s future vision for wealth management.
In this episode, Chris and Krishna discuss:
1-Krishna's Journey from IT to Finance
2-The Role of Technology in Financial Advisory
3-Private Investments and Client Differentiation
4-Ideal Client Profile and Marketing Strategies
Connect With Krishna:
LinkedIn: https://www.linkedin.com/in/velaga/
Website: https://www.velagaadvisors.com/
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.