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374: Alternatives Don’t Have to Be Complicated: A Streamlined Way to Offer Private Investing
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of investments in a more streamlined and compliant way. Whether you're completely new to alternatives or already managing some private investments for clients, this conversation helps demystify the process and explores what it can look like to bring more sophisticated solutions into your practice without losing efficiency.
In this episode, you will learn:
What “alternative investments” actually…
The skinny
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