Verified Alpha Podcast

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Resourcing the now and next generation of investment professionals

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  1. 01.11.2023 ·  Video

    How Can Financial Advisors Penetrate Professional Athlete Circles

    In this episode of "Verified Alpha," host Devon Drew engages in a candid conversation with NFL player Cedric Ogbuehi, exploring the world of finance and investments from a professional athlete's perspective. Cedric shares his journey from entering the league at 22 with limited financial knowledge to his current position, emphasizing the importance of financial literacy for young athletes. He advises them to make their money work for them, network extensively, and read more to enhance their financial acumen. Cedric also highlights the value of advisors who are willing to educate and not just manage money. He encourages advisors to be quarterbacks, guiding clients through various investment options, including real estate, and connecting them with specialists when needed.

    26 Min.

  2. 21.07.2023 ·  Video

    Financial Tips from a Millennial Tech Titan

    Welcome to another episode of Verified Alpha! In today's conversation, I have the pleasure of speaking with Dave Salvant, the founder and President of Squire Technologies. We delve into the challenges faced by financial advisors when connecting with millennial millionaires who seek financial advice from alternative sources like social media and personal networks. Dave shares his personal journey, starting Squire in 2015 and building it into a billion-dollar empire. He emphasizes the importance of trust and developing a genuine connection with clients before offering financial solutions. Dave suggests that financial advisors should prioritize relationships over subject matter expertise, leveraging specialists when needed. We also discuss effective communication, with text messaging being Dave's preferred mode of contact. Dave stresses the significance of financial literacy for future generations and the role of advisors in educating and planning for their clients' financial future. Lastly, we touch upon performance, impact investing, and Dave's inspiring role as a trailblazer for aspiring entrepreneurs. Join us for this friendly and insightful discussion on Verified Alpha!

    16 Min.

  3. 26.05.2023 ·  Video

    How to Communicate with the Millennial Millionaire

    In this episode of Verified Alpha, host Devon Drew interviews Alicia, a millennial millionaire and founder of Dear Mama Fund. Alicia shares her journey from the US military to the Department of Defense and her transition into entrepreneurship. She talks about her tech company exit in the ed tech space and the challenges she faced as a woman of color in raising capital. Alicia discusses her approach to investing and her commitment to her fund. She also emphasizes the importance of building networks and ecosystems to support underestimated entrepreneurs. The conversation highlights the need for financial advisors to understand the mindset of millennial millionaires and the investment opportunities they seek. The episode concludes with insights on venture capital and the current market landscape for fund managers.

    19 Min.

  4. Staffel 1 – Trailer ·  Video

    Welcome to Verified Alpha!

    Devon Drew of DFD Partners gives a glimpse into the upcoming investment market.

    2 Min.

Trailer

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Resourcing the now and next generation of investment professionals

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  • Erstellt von
    Suited Studios
  • Jahre aktiv
    2023
  • Folgen
    4
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    Verified Alpha Podcast