How Can Financial Advisors Penetrate Professional Athlete Circles
In this episode, we welcome NFL star Cedric Ogbuehi, of the Miami Dolphins. We get down to as a professional athlete and an accredited investor, what he looks for in investment opportunities, his circle of trusted advisors and what it takes for financial advisors to penetrate the professional athlete circles.
21 Jul 2023
Financial Tips from a Millennial Tech Titan
In this episode of Verified Alpha, Dave Salvant, founder of Squire Technologies, discusses the challenges financial advisors face in connecting with millennial millionaires. He emphasizes building trust and personal connections, prioritizing relationships over expertise. They also touch upon communication, financial literacy, and the importance of performance and impact investing.
26 May 2023
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.
24 Apr 2023
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