How have you made adjustments to your business in order to adapt? So Jeff, obviously the world has changed a lot in the past few months. So a lot of small business owners and pre-retirees between 55 and 75. Our best clients are typically $2-$10 million in investible assets, usually closer to retirement age. About 80% of our business is independent RA work, predominantly with what I would call high net worth, but not ultra high net worth. We’re an independent RA, the broker dealer we cleared through is Vanderbilt Securities. We’ve seen a number of iterations throughout those 12 years, but we are primarily an RIA with a broker dealer affiliation. I’ve been working with Three Dimensional Advisory for the past 12 years, since I finished college. So Jeff, to get kicked off, why don’t you tell us a little bit about yourself and 3D. And for our very first episode, we have a very special guest, Jeffrey Higgs of Three Dimensional, an RAA based out of Long Island. I’m really excited about Speaking Logicly I think that we’re onto something pretty big here and I’m really excited to be your co-host.Īwesome. And I’m joined by Emil Tarazi, co-host, CEO, and co-founder of ETF Logic. My name is Scott McKenna and I’m the sales and marketing director here at ETF Logic. And so we decided to put together Speaking Logicly, in order to sit down and talk with our industry peers about some of the most important topics in wealth management.
No longer are we able to go to all of the wonderful conferences that we had planned. As you all know, the world has changed a bit in the wake of COVID-19. With the new launch of our Logically brand and platform, we’re launching this new series. I can’t tell you how hyped I am to launch this. So welcome, everyone, to the very first episode of Speaking Logicly. No information with them should be considered trading or investment advice. Speaking Logicly is brought to you by ETF Logic, the leading provider of analytics and portfolio analysis tools for financial advisors. We chat about how advisors can add value during volatile times in the market, the differences between older & millennial investors, and the new actively managed ETF structures. Listen in to our very first episode of Speaking Logicly with Jeff Higgs of 3 Dimensional Wealth Advisory.
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