Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)

SMART MONEY. SIMPLIFIED.
19/03/2025 45 min
Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)

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Episode Synopsis

What makes some financial advisors stand out from the pack? It’s time to discover a unique approach to investment management and portfolio construction. Join Brent Mekosh as he teams up with Joe Cortese from Fiducient Advisors to discuss mastering risk management and improving investment strategies. They share lessons learned, how to incorporate AI in financial …

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