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Podcast: Registered Investment Advisor Podcast
Episode: Reinventing the Family Office
Description: – The RIA Podcast with Seth Greene Episode 84 David DunnDavid J. Dunn is the General Partner and Portfolio Manager of the Kingsbridge Alternative Strategies Fund, LP which began in 2009. Listen to this insightful RIA episode with David Dunn about reinventing the family office.Here is what to expect on this week’s show:- How having high value customers means making more money with less paperwork.- Why it’s important to focus on your clients’ needs and make sure they understand their investment plans.