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