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5: The Role of Thought Leadership in Boutique Wealth Management
Manage episode 434556831 series 3593452
Вміст надано Andrew Auerbach and Jean Blacklock. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Andrew Auerbach and Jean Blacklock або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Introduction: Andrew Auerbach and Jean discuss thought leadership in boutique wealth management.
Boutique Wealth Management in Canada: Overview of the growth and opportunities for boutique firms compared to the U.S. market.
Delisle Advisory’s Role: Andrew shares his vision for Delisle’s impact on the Canadian wealth management landscape.
Steps to Launching a Boutique Firm: Detailed look at the regulatory, operational, and strategic steps involved in setting up a boutique wealth management firm.
Challenges and Insights: Addressing the complexities of registration, compliance, and firm establishment.
Future Plans: Andrew and Jean discuss their commitment to thought leadership and supporting the growth of boutique firms.
Contact and Resources: How to connect with Delisle Advisory and access resources for those interested in starting their own boutique firm.
Boutique Wealth Management in Canada: Overview of the growth and opportunities for boutique firms compared to the U.S. market.
Delisle Advisory’s Role: Andrew shares his vision for Delisle’s impact on the Canadian wealth management landscape.
Steps to Launching a Boutique Firm: Detailed look at the regulatory, operational, and strategic steps involved in setting up a boutique wealth management firm.
Challenges and Insights: Addressing the complexities of registration, compliance, and firm establishment.
Future Plans: Andrew and Jean discuss their commitment to thought leadership and supporting the growth of boutique firms.
Contact and Resources: How to connect with Delisle Advisory and access resources for those interested in starting their own boutique firm.
13 епізодів
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