Apr 26, 2020
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 Advisors, 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 Tim Hakes, the President & Co-Owner of Prime
Capital Investment Advisors. Tim reflects back on his long career
to give a unique perspective on how financial advisors should be
handling our current market crisis. We discuss the importance of
relationships in an advisor’s practice, especially during a time of
extreme change and volatility. Tim also talks about team building
and how that played a significant role in Prime Capital’s quick
response to the market crash, and how his company’s established
tech proved vitality important to the staying productive during
with the entire staff working from home.
Resources
Prime Capital Investment Advisors
Qualified Plan Advisors
If any of these topics apply to your situation, we can help! Reach
out to us at 251-327-2124, or email jnull@gulfcoastfa.com.