Lowell Pratt joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods.
In this episode, Chris and Lowell discussed:
- Creating Legacies
- Seeing Opportunities in Market Downturns
- Inflation and The Road to Recovery
- Assessing Risk and Rewards of Alternatives
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
