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42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel
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One of the best ways of standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering invaluable portfolio diversification. From private equity in sports teams to impact-driven funds, we explore how alts open the door to meaningful conversations that traditional assets often miss.
Key takeaways:
- Most advisors underutilize alternatives, despite institutional investors allocating 20 to 35 percent
- Alts create personal connections by aligning with clients' values and interests
- New platforms and regulatory shifts are making alternatives more accessible than ever
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