In this engaging episode of Grindset, Dana Pointer, CEO of PreserverPartners LLC., delves into the non-traditional approach of asset management her firm takes, serving high net-worth individuals and institutional clients. She highlights the challenges and triumphs of convincing traditional institutions to embrace innovative investment strategies, especially in a high interest rate environment. Dana also shares powerful insights on entrepreneurship, the significance of resilience in the face of rejection, and the importance of authenticity and diversity in the workplace.
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