Impact Wealth Podcast - The Process To Build Relationships With Clients episode artwork

EPISODE · Oct 8, 2019 · 2 MIN

Impact Wealth Podcast - The Process To Build Relationships With Clients

from Impact Wealth Podcast · host Impact Wealth

http://impactwealth.com Hear Anthony Harrigan discuss his firm's process for bringing on new clients. What do they discuss? Why are they different?Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They may or may not be tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

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Impact Wealth Podcast - The Process To Build Relationships With Clients

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