Episode 02 | Cory Sims

Episode 02 of More Than Assets is live with Cory Sims, Founder and Managing Member at Sims Investment Management. Cory makes a case that should make every advisor pause: you don't have a relationship with the beneficiaries; you're just renting your AUM. After building a practice of over 600 households in Cincinnati, he's watched what happens when advisors only know the client, not the people who eventually inherit from them. We also get into the "second wave of grief" that hits families months after a death, and why it's often his clients under age 40 who have their estate plans more buttoned up than their parents do. Listen on Spotify, Apple Podcasts, or YouTube.