Alternatives Differentiate Us (EP. 1)

Marty Bicknell, the founder of Mariner, a $100 billion RIA, aims to go head-to-head with wirehouses, more than doubling the firm's advisor count over the next three years. In this episode, he talks to host Alex Cavalieri, CAIS Head of Marketing, about choosing the fiduciary model, incorporating alternatives into portfolios, and how alts are leveling the playing field across channels.

(00:00) Welcome to CAIS Live Conversations

(01:19) The Journey Begins

(03:36) Founding Mariner Wealth Advisors

(05:48) Facing Challenges and Growth

(08:14) Mariner's Core Philosophy

(11:42) Innovations in Wealth Management

(17:14) Education and Advisor Development

(21:14) The Role of Alternatives in Portfolios

(24:36) Maintaining Culture Amid Growth

(26:03) Marty's Personal Learning Philosophy

(29:36) Vision for the Future

(30:30) Final Thoughts and Recommendations