Power Your Advice

Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo


Listen Later

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing:

  • ReSolve Asset Management’s focus on strategic asset allocation
  • Why it is important to make your clients comfortable being uncomfortable with new asset strategies
  • The importance of expanding your clients’ portfolios beyond U.S. equities into global investments 
  • Tips and strategies for educating your clients to make them comfortable with your strategies 
  • ——————————————————————————

    Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention. 

    We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

     

    RESOURCES: ReSolve Asset Management | Get Comfortable Being Uncomfortable | ReSolve Twitter | Discovery Data | Global Trend Events

    Source

    ...more
    View all episodesView all episodes
    Download on the App Store

    Power Your AdviceBy Advisorpedia


    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,252 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,776 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,180 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,338 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    718 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,031 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,071 Listeners

    The Long View by Morningstar

    The Long View

    929 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    13 Listeners