Paul Coan's guest appearances

Paul Coan

Strategic Investor Radio

Stay Paid - A Marketing Podcast

Kevin Ward

Michael Gayed

Mark Skousen

Perry Marshall

Ron Williams

Allison Williams

Chadi Bazzi

Jeff Cohn

Dan Lesniak

Mark Pattison

Veronica Figueroa

Beth Traverso

Krista Mashore

Mike Cuevas

Peter Lorimer

OwlTail

Paul Coan is the founder and CEO of Ploutos Weath, a strategy platform for financial advisors, helping them to develop portfolios that perform while allowing them to keep complete control—freeing them up to focus on new and existing clients. He is also the author of Asset Protection &amp; Wealth Preservation: A Guide to Help You Avoid Common &amp; Costly Mistakes and Recession Survival: How to Profit From An Economic Recession. He has been quoted in national publications such as BusinessWeek, Success Magazine, and The Wall Street Journal on investing and wealth management topics. Worth Magazine has named him one of the top 250 wealth advisors in the US.   On this episode of Stay Paid, Paul discusses how financial advisors can free up their time to focus on building relationships with clients and prospects, growing their business in the process. 

Paul Coan is the founder and CEO of Ploutos Weath, a strategy platform for financial advisors, helping them to develop portfolios that perform while allowing them to keep complete control—freeing them up to focus on new and existing clients. He is also the author of Asset Protection &amp; Wealth Preservation: A Guide to Help You Avoid Common &amp; Costly Mistakes and Recession Survival: How to Profit From An Economic Recession. He has been quoted in national publications such as BusinessWeek, Success Magazine, and The Wall Street Journal on investing and wealth management topics. Worth Magazine has named him one of the top 250 wealth advisors in the US. On this episode of Stay Paid, Paul discusses how financial advisors can free up their time to focus on building relationships with clients and prospects, growing their business in the process.

136 - DEEP DIVE - Paul Coan - Can Financial Advisors Beat the Market?

In this episode of Strategic Investor Radio, host Charley Wright interviews Paul Coan of Ploutos Wealth. Named for the Greek god of wealth and abundance, Indianapolis-based Ploutos develops and manages strategies for advisors to use in managing their clients’ assets. The firm currently offers eight portfolios, all in the alternatives space. Coan began his investment-industry career with a mutual-fund company around twenty years ago. From there, he moved to a large and well-known wire house, where he was tapped for a “family office task force.” The firm ultimately decided not to pursue family office business, but Coan says once he saw the “magic” of the family office model, he “couldn’t go back to pitching mutual funds and stocks.” Coan spun out and started his own RIA firm, and then founded Ploutos in 2011 to “give back” to financial advisors who “weren’t as lucky” as he was in discovering the family office model.

In this episode of Strategic Investor Radio, host Charley Wright interviews Paul Coan of <a href="http://ploutoswealth.com/" rel="nofollow" target="_blank">Ploutos Wealth</a>. Named for the Greek god of wealth and abundance, Indianapolis-based Ploutos develops and manages strategies for advisors to use in managing their clients’ assets. The firm currently offers eight portfolios, all in the alternatives space. Coan began his investment-industry career with a mutual-fund company around twenty years ago. From there, he moved to a large and well-known wire house, where he was tapped for a “family office task force.” The firm ultimately decided not to pursue family office business, but Coan says once he saw the “magic” of the family office model, he “couldn’t go back to pitching mutual funds and stocks.” Coan spun out and started his own RIA firm, and then founded Ploutos in 2011 to “give back” to financial advisors who “weren’t as lucky” as he was in discovering the family office model.

Paul Coan of Ploutos Wealth Explains a New Model for RIAs