Are you an evolving advisor that can attract and retain the new age investor?
Join this riveting conversation with host Doug Heikkinen and guest, Jeff Sica, founder, president, and chief investment officer of Circle Squared Alternative Investments. The changing investment environment is requiring advisors to keep up with the new version of the investor. In the face of this new challenge, will you choose to be a dinosaur or entrepreneur?
In this episode, you will learn:
- Why advisors are being pushed out of their comfort zones
- Whether investors are actually demanding more risk
- How impact investing can benefit the community
- And much more
Tune in and dare to ask yourself a question with direction-changing implications: “What kind of advisor am I: dinosaur or entrepreneur?”