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RIA Edge Podcast: Alternatives at the Core with Dick Pfister

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to explore his firm’s investment approach that places alternatives at the core of the service offering. Dick discusses his early days bringing alternatives to advisors with his firm Altegris, the origins of AlphaCore, the organic growth journey of the firm, and how the sometimes cumbersome alt-investment process is integrated into the service for clients. David and Dick explore: AlphaCore's distinctive approach of integrating alternative strategies to provide diversification and risk management at the portfolio's core How he approaches building a dedicated team and scalable technology to support both organic growth and acquisitions. The reasoning behind taking an investment from Karl Heckenberg’s Constellation Wealth Capital The firm’s seven core values, including No. 1: Do what’s best for the client. Practical strategies for achieving organic growth through client referrals, educational events, business development, and leveraging referral networks Resources: RIA Edge Podcast: http://bit.ly/3YVhfof Connect With David Armstrong: WealthManagement.com: http://bit.ly/3RKHvyY LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv LinkedIn: David Armstrong:   / djamesarmstrong   Twitter: David Armstrong:   / djamesarmstrong   LinkedIn: Informa: https://bit.ly/3leEF9g Connect With Dick Pfister: AlphaCore Wealth Advisory - https://alphacore.com/ LinkedIn: AlphaCore Wealth Advisory:   / alphacorewealthadvisory   LinkedIn: Dick Pfister:   / dick-pfister-caia-8518b26   #podcast #RIA #WealthManagement