Navigating Alternative Investments as a Strategy for Growth with Victoria Bills

Episode 025: In this episode of The Connected Advisor, Jud Mackrill is joined by Victoria Bills, Chief Investment Strategist at Banrion Capital Management, and Steve Zushin, Chief Revenue Officer at Mammoth Technology. Together, they dive into the world of alternative investments for business growth and retirement strategies. They also discuss the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges. They touch on the importance of building a positive client experience and tailoring investment strategies for retired clients.

Join us as we discuss:

[01:22] - Intro to Victoria Bills and Steve Zuschin.

[05:10] - How do advisors know if alternative investments are right for their clients?

[10:50] - How should advisors be positioning alternative investments to their clients?

[14:55] - What’s the biggest challenge most advisors face in starting to use alternatives?

[21:08] - Best structure for sub docs process?

[24:41] - What factors are considered in building alts allocation?

[26:29] - How do advisors build client experience?