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Verified Alpha

Verified Alpha

Von: Suited Studios
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Resourcing the now and next generation of investment professionalsSuited Studios Persönliche Finanzen Ökonomie
  • How Can Financial Advisors Penetrate Professional Athlete Circles
    Nov 1 2023

    In this episode, we welcome NFL star Cedric Ogbuehi, of the Miami Dolphins. We get down to as a professional athlete and an accredited investor, what he looks for in investment opportunities, his circle of trusted advisors and what it takes for financial advisors to penetrate the professional athlete circles.

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    26 Min.
  • Financial Tips from a Millennial Tech Titan
    Jul 21 2023

    Welcome to another episode of Verified Alpha! In today's conversation, I have the pleasure of speaking with Dave Salvant, the founder and President of Squire Technologies. We delve into the challenges faced by financial advisors when connecting with millennial millionaires who seek financial advice from alternative sources like social media and personal networks. Dave shares his personal journey, starting Squire in 2015 and building it into a billion-dollar empire. He emphasizes the importance of trust and developing a genuine connection with clients before offering financial solutions. Dave suggests that financial advisors should prioritize relationships over subject matter expertise, leveraging specialists when needed. We also discuss effective communication, with text messaging being Dave's preferred mode of contact. Dave stresses the significance of financial literacy for future generations and the role of advisors in educating and planning for their clients' financial future. Lastly, we touch upon performance, impact investing, and Dave's inspiring role as a trailblazer for aspiring entrepreneurs. Join us for this friendly and insightful discussion on Verified Alpha!

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    16 Min.
  • How to Communicate with the Millennial Millionaire
    May 26 2023

    In this episode of Verified Alpha, host Devon Drew interviews Alicia, a millennial millionaire and founder of Dear Mama Fund. Alicia shares her journey from the US military to the Department of Defense and her transition into entrepreneurship. She talks about her tech company exit in the ed tech space and the challenges she faced as a woman of color in raising capital. Alicia discusses her approach to investing and her commitment to her fund. She also emphasizes the importance of building networks and ecosystems to support underestimated entrepreneurs. The conversation highlights the need for financial advisors to understand the mindset of millennial millionaires and the investment opportunities they seek. The episode concludes with insights on venture capital and the current market landscape for fund managers.

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    19 Min.
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