Professional Services Perspectives

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Lead With Why: Storytelling Helps Sell Alts

Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.

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Nate Oltmans: Explaining Alts to Clients

Nate Oltmans: Explaining Alts to Clients

Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) offers insights in this Blue...

Expert marketing for alts with Marketing Intent

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Brandon Hunt: Is 80/20 the new 60/40?

In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors Are Adapting, Brandon Hunt (StratCap) outlines the changes in the market in recent years that has led to a greater interest in alternative investments.

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