Leadership Through Crisis Part 1: Scott Colangelo

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Welcome to the “Leadership in a Time of Crisis” series, where Josh & Jay have a series of conversations with the executive leadership of Prime Capital Investment Advisor’s, the independent RIA where Josh holds his Series 65 securities license. Tune in to hear behind the scenes details about how a large independent investment company navigated the most volatile month in market history while also dealing with pivoting quickly to staff and advisors having to start working remotely. It’s a fascinating story about how Prime Capital moved quickly to provide high level attention and communication to its advisors & clients during a time of unprecedented upheaval.

In this episode, Josh & Jay welcome Scott Colangelo, the Chairman and Managing Partner of Prime Capital Investment Advisors. Scott’s 26+ year career gave him the experience to view this situation as an opportunity for advisor’s to service their clients and grow their practices. Scott talks about how diversification can ease some of the losses in a market correction, but that investors might want think tactically as we emerge from this downturn. Scott also talks about the services that Prime Capital’s qualified plan division Qualified Plan Advisors (QPA) offers to plan sponsors & participants, and the enhanced value that may have for retirement plans as we emerge from this crisis.

Resources

Prime Capital Investment Advisors

Qualified Plan Advisors

 

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If any of these topics apply to your situation, we can help! Reach out to us at 251-327-2124, or email [email protected]

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