LP18: Passive Income Investments: 5 Financial Advisor Insights On Picking The Best Fund

Are you aware of the types of risk involved in fund management?
In this podcast episode of The Legacy Wealth Podcast, I interviewed w/ Brannon Fisher, Client Advisor @ Simon Quick Advisors, LLC. He is responsible for new business development and works closely with Simon Quick Advisors' New Jersey-based Client Advisory team to provide services to our valued clients. In this episode we cover:
Diversifiers vs Return Generators - How to think about each passive investment 3 traits financial advisors look for when evaluating a fund manager in person The pros & cons of Institutional vs Indie Funds And so much more… // About The Guests:========================Brannon joined Simon Quick, a financial advisory firm, in 2019 and established the firm’s office in Denver. He focuses on business development and advising clients. Prior to joining Simon Quick, he was director of client relations and a registered investment advisor representative for another Denver-based asset management firm.  Among many accolades, Brannon is a Certified Financial Planner. He holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He is President of the Rocky Mountain Estate Planning Council; he serves on the Finance Committee for the Ball Brothers Foundation;, and much more.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.growyourcashflow.io/investor-club- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: - Reach out to Brannon Fisher on Linkedin: https://www.linkedin.com/in/br....annon-fisher-cfp%C2% Learn more about Simon Quick Advisors, LLC: https://simonquickadvisors.com/
// Key Time Stamps & Topics========================00:00 - Intro01:11 - Brannon's Background and role at Simon Quick Advisors, LLC03:10 - Brannon mentions the types of clients who seek their services04:15 - How Simon Quick makes money05:00 - The problems clients aim to solve when approaching them05:30 - Brannon discusses clients with generational wealth.06:00 - Why someone would choose financial advising over fund management07:00 - The role of financial planning in their advisory services08:15 - The importance of financial planning for strategic investments09:00 - The typically dry but essential aspects of financial planning10:15 - The role of financial advisors in tax efficiency and estate planning12:27 - The idea of helping client