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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