Lisa Rapuano's guest appearances

Lisa Rapuano

Value Investing Podcast | Thought Leader Interviews | Become a great investor, one episode at a time!

DealQuest Podcast with Corey Kupfer 

Jesse Cole

Mike Michalowicz

Zoltan Istvan

David Bach

Joel Block

Dennis Miller

Brian Smith

David Barnett

Dov Baron

Michael Roderick

Michael Houlihan

Bonnie Harvey

Nick Adams

Gary Wilson

Dave Sanderson

OwlTail

Mindy Diamond

In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including -A Market-Cooperative Business ModelWhy The Best Deals Require the Best PartnersRIA MatchmakingAnd more! See acast.com/privacy for privacy and opt-out information.

In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including - <ul><li>A Market-Cooperative Business Model</li><li>Why The Best Deals Require the Best Partners</li><li>RIA Matchmaking</li><li>And more!</li></ul> See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for privacy and opt-out information.

Episode 77: DealQuest’s BEST OF Leading Women in the RIA Industry, with Lisa Rapuano, Mindy Diamond, & Mary Ann Bunchanan

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds.What You Will Learn:How Lisa Rapuano got her start in the investment management fieldWhat Facet Wealth doesHow Facet partners with other RIAs to improve client experiencesThe two major types of deals that Facet Wealth facilitatesThe benefits of avoiding traditional structures of dealsDifferent ways that Facet Wealth works with advisors considering M&amp;A activity on their ownThe evolution of wealth and investment management industriesHow to connect with Lisa Rapuano:Website: www.facetwealth.comTwitter: @lisarapuanoLinkedIn: https://www.linkedin.com/in/lisa-rapuano See acast.com/privacy for privacy and opt-out information.

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds.What You Will Learn:<ul><li>How Lisa Rapuano got her start in the investment management field</li><li>What Facet Wealth does</li><li>How Facet partners with other RIAs to improve client experiences</li><li>The two major types of deals that Facet Wealth facilitates</li><li>The benefits of avoiding traditional structures of deals</li><li>Different ways that Facet Wealth works with advisors considering M&amp;A activity on their own</li><li>The evolution of wealth and investment management industries</li></ul>How to connect with Lisa Rapuano:<ul><li>Website: <a href="https://www.facetwealth.com/" rel="noopener noreferrer nofollow" target="_blank">www.facetwealth.com</a></li><li>Twitter: <a href="https://twitter.com/lisarapuano?lang=en" rel="noopener noreferrer nofollow" target="_blank">@lisarapuano</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/lisa-rapuano" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/lisa-rapuano</a></li></ul> See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for privacy and opt-out information.

Episode 35: Strategic Partnerships in Wealth Management, with Lisa Rapuano