Ahead In The Count

Ahead In The Count Ep. 40 - Introducing Clients to Private Investments


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Welcome to "Ahead In The Count" presented by BIP Wealth. On this podcast, learn something new, or find clarity on what was confusing before, from former pros current financial advisors Jim Poole, Kyle Schmidt, John Hester, and Jacob May.

Kyle and John profile how they approach bringing private investment opportunites to clients, and what they ask and review to consider the right fit.

To contact the hosts, send an email to [email protected],  [email protected], [email protected], or [email protected]

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Ahead In The CountBy BIP Wealth

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