What if you could participate in market growth while protecting your portfolio from catastrophic losses? In this episode, Dan Baccarini of Beacon Capital Management reveals how risk-managed investing helps advisors and their clients confidently navigate market volatility.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Dan Baccarini, CIMA®, Chief Distribution Officer at Beacon Capital Management. In this episode of the RIA Podcast, Dan Baccarini of Beacon Capital Management shares how risk-managed investing empowers advisors to help clients participate in market growth while protecting against downturns. Drawing insights from his book Scalable: How to Build a Financial Advisory Practice and Have a Life, Dan also discusses the power of outsourcing portfolio management, building client relationships, and leveraging practice management strategies to grow a successful advisory firm.
Key Takeaways:
→ How every investment strategy should be based on math and history, not emotions.
→ Why successful advisors focus on client relationships rather than spending time trading, researching and managing portfolios.
→ Why risk-managed strategies resonate with pre-retirees and retirees.
→ How advisors should focus on scalability and leverage expert partners for investment management.
→ Why advisors must focus on delivering clear, logical investment solutions.
Dan Baccarini, CIMA® is an International Best Selling Author. His book Scalable was a Top Ten best seller in five different countries: Canada, Australia, The UK, Germany and was #1 in the US in the Financial Services Category. Dan began in the financial services industry in 1993 as a producing manager for a financial services firm in the Midwest selling mutual funds and insurance products to high net worth individuals. For the past 25 years, he has been working with Asset Managers to help them build their sales efforts. In this role, Dan has worked with hundreds of financial advisors helping them figure out what works and what doesn’t work in creating a successful financial advisory business. Dan joined Beacon Capital Management in 2011 and during his time at the firm he has restructured the sales effort, and oversaw the explosive growth in assets taking the firm from $250M in AUM to over $4B in assets.
Connect With Dan:
Website: Beacon Capital Management
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