Michelle Magner: Powering Growth Through an Integrated Framework

About this episode

Michelle Magner discusses her firm's significant growth and strategic shift in financial planning.

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Ray Sclafani

Guest: Michelle Magner

Topics covered

• growth
• investment management
• defensive planning
• financial advisory
• asset management

Keywords

• growth
• assets under management
• investment management
• defensive planning
• financial advisory

Mentioned in this episode

Organizations: Socium Advisors

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