A Dive Into Transparency and Client Advocacy
Published by Spinutech on March 18, 2024
Here’s a glimpse of what you’ll learn:
- Jason Mandel gives an overview of his background
- A breakdown of the wealth management industry
- Jason’s inspiration for writing DEMAND TRANSPARENCY
- Acquiring clients through transparency and credibility
- How Jason ensures his clients’ best interests
- The mentors who have guided Jason’s career path
- Jason discusses his sources of inspiration
In this episode…
As the wealth management industry undergoes a significant evolution, traditional Wall Street ideologies are being challenged by a paradigm shift toward transparency and accountability.
Jason Mandel, a seasoned practitioner in this field, sheds light on this transformation through his book, DEMAND TRANSPARENCY. With a background steeped in the industry's evolution, Jason endorses the increasing demand for clarity and accountability that was once concealed in obscurity. Central to Jason's philosophy is his unwavering commitment to his clients' best interests. Going beyond conventional norms, he advocates for transparency and integrity, forging lasting relationships built on trust and mutual understanding.
In the newest episode of The Growth Fire Podcast, Kevin Hourigan hosts Jason Mandel, Founder and CEO of Mandel Family Office. Jason delves into his passion for wealth building and unveils the motivation behind his book, DEMAND TRANSPARENCY. He also shares insights on cultivating client loyalty and provides a comprehensive breakdown of the wealth management industry.
Sponsor for this episode...
This episode is brought to you by Spinutech. Spinutech is a premium digital growth agency that specializes in revitalizing lead-generation strategies and accelerating online sales for top brands.
To learn more, go to www.spinutech.com.
Guest Contact Details
- Jason Mandel on LinkedIn | Email | YouTube
- Call or text Jason Mandel: 917-603-2365
- The Mandel Family Office
- DEMAND TRANSPARENCY: Stop Wall Street Greed and Rising Taxes From Destroying Your Wealth by Jason Mandel
Jason Mandel is the Founder and CEO of Mandel Family Office, a firm dedicated to providing comprehensive financial services to high-net-worth individuals and families. As a Wall Street insider and private financial advisor, he has held senior positions at the LeFrak Organization, D.E. Shaw, and Cantor Fitzgerald. Jason has over 25 years of entrepreneurial experience in financial services and risk management. Additionally, he is the President of Caretrust Financial and the author of DEMAND TRANSPARENCY: Stop Wall Street Greed and Rising Taxes From Destroying Your Wealth.