Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur

Power Your Advice
18/02/2025 9 min
Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur

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Episode Synopsis

Jason Ozur is the CEO of Lido Advisors, a firm dedicated to providing clients with advanced wealth management and comprehensive, holistic financial services. Today, Jason shares how the firm skyrocketed from $19B to $30B AUM, emphasizing a client-first approach, strategic M&A, and culture-driven growth. He also discusses expansion plans, AI’s impact on efficiency, and the … Continue reading Episode 251 – $30 Billion and Counting: Growth, Strategy, and Talent with Jason Ozur →

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