Celebrating 100 Episodes of Smart Money Simplified With Eddy Augsten (Ep.100)
How can the right processes transform your investment strategy and elevate client relationships?
In this landmark 100th episode of Smart Money Simplified, Brent Mekosh explores this topic with special guest Eddy Augsten from Concurrent. Together, they delve into crafting cohesive investment frameworks and integrating institutional processes into wealth advisory practices. Tune in and gain an inside look at scaling up your practice, the significance of emotional detachment in the investment process, and how alternative investments can reshape future RIAs. Discover innovative strategies that promise to make your practice more resilient and client-focused.
Eddy discusses:
- [06:34] Establishing a successful formal investment process
- [09:09] Differences in managing institutional clients vs. high net-worth families
- [21:14] The growing role of alternative investments and private markets
- [32:36] Enhancing portfolio performance through tax efficiency and direct indexing
- And more
Connect With Eddy Augsten:
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Eddy Augsten, CIMA, CAIA, MSF, is the Managing Director of Investments at Concurrent, where he leads a small, driven team dedicated to supporting independent financial advisors through funding, technology, and community.
Before joining Concurrent, he founded WealthEngage, gaining valuable experience as an entrepreneur and CIO. This background provides him with deep insight into his current role, allowing him to collaborate effectively with RIAs. His team remains highly attuned to the needs of independent advisors, helping them serve their clients, compete with larger financial institutions, and grow their practices to their desired scale.
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