FLX Casts The Portfolio Playbook

Home Office Insights Edition: The Three Ps

Release Date: 05.30.24

Host: Mark Spina

Guest(s): Eric Nastri

Eric Nastri, Managing Director at FLX Networks shares his insights on the "three Ps" – placement, promotion, and partnership – essential for navigating relationships with wealth management firms.

Discussion points include:

FLX’s approach of the 3 Ps

Understanding the dynamic of the home office (AKA the new environment of wealth management)

Achieving operational efficiency by creating strong bonds between asset managers and wealth management firms

The art of wealth management firm promotion

And more