Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation.
In this episode Chris and Laurence discuss:
- Career Journey from JP Morgan to Fidelity and Simplify
- Transition from Mutual Funds to ETFs
- Innovative Financial Products at Simplify Asset Management
- Potential Impact of Blockchain on Future Financial Products
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!
