Ep 39: The RIA Reinvention: Why the Best Advisors Are Ditching the Old Playbook
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Ep 39: The RIA Reinvention: Why the Best Advisors Are Ditching the Old Playbook
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Join Bronson Kaufusi and MattyP as they welcome Ryan Bullard, Harris Investment Group's Director of Institutional Sales, to the podcast. Ryan shares his background in tech and how a golf game with Jason Harris led him to HIG, where he was immediately struck by Jason's "trifecta" knowledge of tax strategy, real estate, and investing.
This episode is essential for advisors navigating the "Great Wealth Transfer." The conversation dives deep into the major changes reshaping the financial landscape, revealing why alternatives, real estate investing, and tax planning are rapidly becoming core allocations for high-net-worth clients. Learn why RIAs are now required to operate like multi-family offices to keep up with client demands. The RIA reinvention has arrived.
Ryan details HIG's differentiated offering in the real estate space: a niche product focused on gas stations and truck stops, not just multifamily. This unique strategy provides great cash flow and future growth potential, with the added benefit of substantial depreciation loss.