In our inaugural episode, we sit down for an in-depth discussion with Andrew Cooper, co-founder and co-Managing Partner of A.J. Wealth. For the past two years in a row, FA Magazine named A.J. Wealth a Top 10 Fastest Growing RIA Firm.
This episode is packed with best practices for existing investment advisers as well as aspiring ones.
In this episode, among other things, Andrew discusses:
- A.J. Wealth’s genesis
- The “secret” to A.J. Wealth’s rapid growth
- How A.J. Wealth keeps up with its growth
- Family office best practices
- Business development
- The best advice he received in the investment adviser space