Advising the Modern Investor with Frankie Corrado

This episode of Permission to Succeed features Doug Heikkinen and Frankie Corrado, managing director & principal at Robertson Stephens, discussing how evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. They also chat about how Frankie made the time to hike the Appalachian Trail, and how that experience made him a better advisor.

In this podcast, you will hear:

  • - About the shift from investment-focused planning to life-focused planning, and why Frankie & his firm are embracing it
  • - How giving your clients an opportunity and a platform to express their deepest desires can lead to more effective planning
  • - Strategies for remaining your clients’ trusted advisor, despite the chatter in the media and across the internet
  • - Why Frankie thinks persistence is critical to achieving big goals

RESOURCES:  Roberston Stephens | Alliance of Comprehensive Planners

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. This material is for general informational purposes only and should not provide the basis for any investment decision. Any discussion of U.S. tax matters should not be construed as tax-related advice. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. © 2020 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Related: Can Financial Technology Catch Alexa? – with Doug Fritz

Presented by: Thompson IM Funds, Inc.