Wealth Managers
topic on 2 shows · 2 statements across 2 episodes
A Product Market Fit Show
Sourcery
2 statements about Wealth Managers, every show
Wealth managers push diversification strictly to earn fees on founder stock
“Wealth managers, asset managers, It's very self-serving for them to say, hey, you should liquidate everything because obviously they can't, they're not going to charge you fees on your concentrate position. It's your stock. You brought it to the table, but the…”