In this conversation, Lee Calfo, CEO of Alden Investment Group, shares insights into the unique business model of Alden, which serves high net worth clients, advisors, and institutions. He discusses his journey into finance, the importance of technology in delivering financial services, and how Alden differentiates itself through client support and a focus on financial education. The conversation also touches on the challenges of fee structures in the industry and the upcoming wealth transfer to younger generations. Chapters 00:00 Introduction to Alden Investment Group 02:40 Lee Calfo's Journey into Finance 05:39 Understanding Alden's Unique Business Model 10:34 The Importance of Technology in Financial Services 14:07 Alden's Approach to Client Support 19:57 Growth and Future Aspirations of Alden 23:56 Attracting Financial Advisors to Alden 28:43 Navigating Wealth Transfer and Consumer Market 32:22 Alden's Value Proposition and Fee Structure 38:43 The Mission of Financial Education