Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim
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Show Notes
Michael Nessim is the President of Kingswood U.S. and the CEO of Benchmark Advisory Services, LLC. He has been in the financial services industry for more than 24 years and had been involved with investment banking for the last 20 years.
In this episode of Power Your Advice, Mike and Doug Heikkinen discuss investment banking – what it is and why financial advisors should consider including it in their client portfolios. They also talk about how Kingswood can help advisors provide access to this important and differentiating solution for their clients.
- What does ‘investment banking” mean to advisors and their clients
- How does Mike feel investment banking drives the economy
- How can adding investment banking help strengthen advisors’ value propositions
- The types of risks associated with investment banking and how can they be offset
Resources: Kingswood U.S.