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Chelsea Ganey, Chief Strategy Officer at Moran Wealth Management, joins Alex Cavalieri to talk about her firm’s evolution after breaking away from Wells Fargo and its growing integration of alternatives. She shares insights on client education, secondaries, advisor operations, and the power of personalization in scaling a practice. Listeners can learn how tech and alts are reshaping high-touch client relationships.
Chapter 1: Origins—Chelsea’s Path & Moran’s Breakaway (00:01:19–00:04:12)
Chapter 2: Bringing Alts to Clients—Education, Structures & the 101 (00:04:12–00:08:38)
Chapter 3: Implementation Reality—Ops, Process & Volatility Conversations (00:08:38–00:13:28)
Chapter 4: Personalization at Scale—Tech, Touchpoints & Segmentation (00:13:28–00:21:36)
Chapter 5: Independence & What’s Next—Breakaway Lessons, Alts Roadmap & Recs (00:21:36–00:28:29)
Chapter 1: Origins—Chelsea’s Path & Moran’s Breakaway (00:01:19–00:04:12)
Chapter 2: Bringing Alts to Clients—Education, Structures & the 101 (00:04:12–00:08:38)
Chapter 3: Implementation Reality—Ops, Process & Volatility Conversations (00:08:38–00:13:28)
Chapter 4: Personalization at Scale—Tech, Touchpoints & Segmentation (00:13:28–00:21:36)
Chapter 5: Independence & What’s Next—Breakaway Lessons, Alts Roadmap & Recs (00:21:36–00:28:29)
Creators and Guests
What is CAIS Live Conversations, Building With Alts ?
CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.