• Episode 157: Building a Lifestyle Business in Wealth Management

  • 2024/06/05
  • 再生時間： 15 分
  • ポッドキャスト

Episode 157: Building a Lifestyle Business in Wealth Management

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  • Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois. Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management. Here is what to expect on this week’s show: - How it’s important to focus on clients that add significantly to both profitability and job satisfaction. - Why standard bonds don’t adequately cover the entire fixed income spectrum. - How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients. - Why it’s important to consider your clients’ legacy assets and their varied financial needs. - How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments. Connect with Jonathan: Links Mentioned: seedwealthmgmt.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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あらすじ・解説

Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois. Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management. Here is what to expect on this week’s show: - How it’s important to focus on clients that add significantly to both profitability and job satisfaction. - Why standard bonds don’t adequately cover the entire fixed income spectrum. - How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients. - Why it’s important to consider your clients’ legacy assets and their varied financial needs. - How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments. Connect with Jonathan: Links Mentioned: seedwealthmgmt.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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