Show notes
Joining a team of experienced wealth management professionals can be an extremely rewarding experience. Not only will you have the opportunity to learn from some of the best in the business, but you will also be able to help others achieve their financial goals.In this episode, Tommy talks with Jim Carroll, Senior Vice President & Portfolio Manager at Toroso Advisors. Before joining Toroso Advisors, Jim founded Long Run Capital Management in 2003 to manage investments for high-net-worth families, related trusts, and charitable vehicles. At Toroso, Jim specializes in systematic ETF strategies to achieve specific objectives. He also serves as a sub-advisor for an insurance dedicated fund and a multi-manager volatility strategy. Jim is passionate about helping people who don't have a lot of expertise in navigating the financial markets.Jim talks with Tommy about his transition from the military to the financial world, how he built a scalable business, and why he joined Toroso Advisors despite having his firm.Key Takeaways[[[[[[[[Quotes[11:15] - "The best leaders are the ones who have the highest emotional intelligence, not just book smart. You have to be able to work with people and lead and get people to follow." - Jim Carroll[23:31] - "One of the reasons that a client may choose to work with multiple advisors is that the advisory business has begun to deliver canned solutions for most clients." - Jim Carroll[28:31] - "As a one-man registered investment advisor, I was limiting myself because there were opportunities to do business with people who weren't comfortable with a one-man show." - Jim CarrollLinks Jim Carroll on LinkedInJim Carroll on TwitterJim Carroll EmailToroso AdvisorsHarvard Business SchoolDaniel GolemanMorgan StanleyMary MeekerMerrill LynchBridgewater AssociatesRegina HerzlingerConnect with our hostsMammothTommy on LinkedInSubscribe and stay in touchApple PodcastsSpotifyGoogle PodcastsLearn more about Mammoth Scientific's Health & Tech Fund 1When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!