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13. Building a Career in the Alternative Space with Mackenzie Granby
Manage episode 416020633 series 3551232
A tartalmat a Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Creating a successful career in the financial advisory industry takes the right mix of ambition, knowledge, and talent. This week, Dr. Craig Lemoine is joined by Mackenzie Granby, CFP® Senior Advisory Associate at Vivaldi Capital Management and University of Illinois alumni, as she shares her career journey, showcasing the critical role of continuous education and finding a firm that aligns with your personal investment philosophies.
Dr. Craig and Mackenzie discuss the nuances of client relationships and the meticulous investment vetting process at Vivaldi, where asking the right questions and simplifying investment jargon can make investing an easier experience for clients. This week's conversation provides a guide for fledgling advisors making their mark in the alternative investment space.
Want to learn more? Check out the links below!
- Mackenzie Granby on LinkedIn
- Vivaldi Capital Management
- Dr. Craig Lemoine on LinkedIn
Are you a financial planning professional looking to better serve the needs and goals of clients associated with agriculture or living in rural communities? Then be sure to check out our Agriculture Focused Financial Planning designation by clicking on the link below!
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