Michelle Magner: Powering Growth Through an Integrated Framework

from Barron's Advisor Hosted by Barron's Advisor

A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.

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Michelle Magner: Powering Growth Through an Integrated Framework

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This episode is 51 minutes long.

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This episode was published on March 24, 2026.

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