Phil is joined by Alex Chalekian, Founder and CEO of Lake Avenue Financial to discuss the changing nature of the financial planning and advice industry and where the puck is heading. The conversation includes:  Differentiating financial planning vs portfolio management Going independent Growing by acquisitions and how to retain acquired clients Benefits of using social media to grow Misperceptions about working with millennials Leveraging technology AdvisorsUNITE and how Alex sources acquisitions 

Alex Chalekian - AdvisorsUNITE (EP.51)

On the ETF Experience Podcast, we’ll take you behind the scenes of the asset management industry to talk investing, best practices, and how to build better portfolios. Brought to you by the team at Exponential ETFs and host Phil Bak.

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Replay from the Phil Bak Podcast - please update your subscriptions.

April Boyle, Founder and Executive Director of the Build Institute in Detroit, talks about how underestimated entrepreneurs and communities can build lasting wealth and ownership. April discusses Build's mission, why small business is the backbone of communities, the challenges in getting small business funding, the impact of monopolies on small business, and alternative funding sources such as community capital and invisible capital.

Bonus: Inspiring Community Entrepreneurship from the Phil Bak Podcast

Republishing a recent episode of the Phil Bak Podcast. Please update your subscriptions to download the new show episodes. Subscription links available at philbak.com.

In this episode: David Abner, President of Dabner Capital Markets and former CEO of WisdomTree Europe joins Phil for a wide ranging conversation about the digitization of the asset and wealth management industries, where the puck is heading, and how the world will be changed post-shutdown.

Bonus: David Abner on the Phil Bak Podcast

In this retrospective final episode Phil is joined by a familiar voice to share closing thoughts.

Finale

Christopher Irons from Quoth the Raven research joins the show to talk about Covid-19 and its impact on the economy, how Chris identified the risks of a pandemic early on and what to expect from the markets and a macro level going forward. Phil and Chris also discuss censorship, Austrian economics, corporate bailouts, investing in gold, and more.

Chris Irons – Quoth the Raven

 Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Doug Boneparth, “The Wookie Index”, Aaron Morekin and Benjamin Brandt. 

Alex Chalekian - AdvisorsUNITE (EP.51)

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