Client Relationships
Jeff shares a humorous yet telling anecdote about a long-term client who initially reached out for restaurant recommendations instead of a portfolio review. He emphasizes the varying levels of communication with clients, highlighting the importance of personal connections. Looking ahead, he expresses a desire for sustainable growth, envisioning a firm that prioritizes quality relationships over sheer volume.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
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