EP 1. How Box Spreads Became a Growth Strategy with Akiva Glazerson
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EP 1. How Box Spreads Became a Growth Strategy with Akiva Glazerson
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Akiva Glazerson didn't launch his RIA with a book of business. He started with zero clients and zero AUM.
What he did have was deep experience across Deutsche Bank, UBS, RBC, PIMCO and a $45 billion RIA, plus a belief that the traditional advisor playbook left room for something different.
On this episode of Spread School, Akiva joins Dasarte Yarnway to explain how sophisticated strategies like box spreads helped him create differentiated prospect conversations, consolidate client assets and solve complex liquidity, tax and concentrated-stock problems.
They break down:
• Why differentiation mattered when starting from zero
• How box spreads can open broader planning conversations
• Why a $20,000 test case eventually became a multi-million-dollar box spread
• How one client addressed volatility, liquidity and taxes around a $4 million concentrated stock position
• A box-spread refinancing strategy for a vacation home
• How advisors can get comfortable introducing more sophisticated solutions to clients
For advisors looking for ways to compete beyond traditional portfolio management, this episode is a look at what differentiation can actually look like in practice.
To start your journey with SyntheticFi, visit www.syntheticfi.com