Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered in Parsippany, New Jersey with a few offices in the New York and New Jersey area. While he has spent his entire career within the RIA space, Trevor joined Sax Wealth a few months ago. Sean Chen has known Matt since they were both 21 years old and working together at Merrill Lynch, and continued their professional relationship at Luminous Capital. Sean is the COO and CCO at Validus Capital in Los Angeles. Sax Wealth Advisors formed in the late ‘90s underneath their parent company, Sax LLP, which is an accounting and tax practice firm. Today the firm manages roughly $1.7 billion and employs a team of 21. Validus Capital launched in 2022 out of a predecessor RIA, manages approximately $1.4 billion of client assets, and currently has 13 employees and one remote employee in Texas. Matt, Trevor, and Sean discuss what makes Sean unique among all previous guests on the podcast, how operations professionals can prove their worth in this client-focused industry, as well as:
- How they view the systems and processes utilized by their firms
- The additional services beyond wealth management offered by both firms to attract and retain more of their ideal clients
- How they both leverage portal technology to deliver services to their clients
- The importance of CRM for their internal teams and the delivery of consistent and scalable service
- Each guest’s approach to inorganic growth
We hope you enjoy, share, and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.