Want to create an interactive transcript for this episode?
Podcast: Conquer Risk Podcast
Episode: How to Find a Manager
Description: Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one.As we continue to work with independent advisors this year, we’ve found something interesting: advisors don’t really have a great way to even begin a search for good manager. In what amounts to our first prequel episode, we discuss:Where does one search?Do custodians offer a solution?Advisor networkingSof...