Portfolio Advisors, every mention
3 scenes · ← back to Portfolio Advisors
tap a year for its mentions
every year anyone Mike Kelly 6Ted Seides 1
Verbatim, from the transcripts: the passages where Portfolio Advisors comes up
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 23:34 Mike Kelly And came across portfolio advisors. 3 times in the scene
- ▶ 32:54 Ted Seides When you had these couple of acquisitions with Portfolio Advisors,
- ▶ 33:04 Mike Kelly When it came to portfolio advisors, their business had been operating for 30 years. 3 times in the scene