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Content provided by David DeCelle and Model FA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David DeCelle and Model FA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller
Manage episode 486583573 series 2709297
Content provided by David DeCelle and Model FA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David DeCelle and Model FA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated subdocs. They work with clients ranging from $500 million to tens of billions, emphasizing long-term strategies and high-quality private market investments. Jacob shares his background at Bridgewater Associates and the inception of Opto, highlighting the importance of trust, education, and differentiation in the RIA space. He also discusses the impact of books like "God Emperor of Dune" and "Letters from a Stoic" on his approach to business and life.
We cover:
Technology-Driven Differentiation
Next-Generation Wealth Engagement
Private Markets Reimagined
Human-Centric Financial Advice
Strategic Alignment and Transparency
Connect with Jacob:
Email: [email protected]
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
102 episodes
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Manage episode 486583573 series 2709297
Content provided by David DeCelle and Model FA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David DeCelle and Model FA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated subdocs. They work with clients ranging from $500 million to tens of billions, emphasizing long-term strategies and high-quality private market investments. Jacob shares his background at Bridgewater Associates and the inception of Opto, highlighting the importance of trust, education, and differentiation in the RIA space. He also discusses the impact of books like "God Emperor of Dune" and "Letters from a Stoic" on his approach to business and life.
We cover:
Technology-Driven Differentiation
Next-Generation Wealth Engagement
Private Markets Reimagined
Human-Centric Financial Advice
Strategic Alignment and Transparency
Connect with Jacob:
Email: [email protected]
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
102 episodes
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Similar to Model FA Podcast
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