{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets","title":"Breaking bread at Franklin Templeton's Private Markets RIA Advisory Council - Franklin Templeton's Dave Donahoo and Summit Wealth Group's Chelsea Ganey","html":"","width":"100%","height":180,"duration":2600,"description":"Welcome back to the Alt Goes Mainstream podcast.\nBuilding community is central to enabling an industry to grow. There are few better ways to build community and foster trusted relationships than to break bread. \nAs the wealth channel continues to expand its adoption of private markets, peer-to-peer learning becomes ever more important. Sharing experiences and perspectives is what will help the wealth channel adopt private market solutions thoughtfully and responsibly.\nThat’s what happened at Franklin Templeton’s Private Markets RIA Advisory Council event and dinner at BLACKBARN recently. Bread was broken. Relationships were built. \nWe also found time to record a podcast at a dinner table with Franklin Templeton’s Head of Private Markets - Americas Wealth Management Dave Donahoo and Summit Wealth Group’s CIO Chelsea Ganey. The discussion granted access to a direct, honest, and raw window into perspectives on how asset managers and wealth managers can work together to educate one another and help move the industry forward. And yes, bread was broken before and after the podcast.\nPlease enjoy this fantastic conversation with Dave and Chelsea on the state of private markets and private wealth and how both asset managers and wealth managers can balance customization and differentiation with scale.\nThanks, Dave and Chelsea, for such a thoughtful and fascinating conversation.\nShow Notes\n00:00 A message from Ultimus, our Sponsor\n00:57 Meet The Guests\n01:07 Private Markets Are Eating World\n01:29 Why Create RIA Council\n01:49 Franklin Client-First DNA\n02:09 From Public To Private\n02:43 Listening Beyond Product\n03:07 Peer To Peer Insights\n04:12 Chelsea On The Benefits of Advisory Council\n04:36 Inbox Overload And Filtering\n05:10 Serving Diverse RIA Needs\n06:15 Many RIAs Within One\n06:30 What CIOs Need Most\n06:54 Educating Advisors At Scale\n07:32 GPs Must Listen Better\n08:26 What Education Really Means\n09:01 Repeatable Advisor Resources\n09:54 Avoid Oversimplifying Complexity...","thumbnail_url":"https://img.transistorcdn.com/AFAZ1vkAT92lFJtqt-r0HeFQ55KTdcbJHmgKXaMlAtY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5MDA4LzE2MTQ1/Mzk1MDUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}