Lee Calfo: Building Alden Financial
In this conversation, Lee Calfo, CEO of Alden Investment Group, shares insights into the unique business model of Alden, which serves high net worth clients, advisors, and institutions.
He discusses his journey into finance, the importance of technology in delivering financial services, and how Alden differentiates itself through client support and a focus on financial education. The conversation also touches on the challenges of fee structures in the industry and the upcoming wealth transfer to younger generations.
Chapters
00:00 Introduction to Alden Investment Group
02:40 Lee Calfo's Journey into Finance
05:39 Understanding Alden's Unique Business Model
10:34 The Importance of Technology in Financial Services
14:07 Alden's Approach to Client Support
19:57 Growth and Future Aspirations of Alden
23:56 Attracting Financial Advisors to Alden
28:43 Navigating Wealth Transfer and Consumer Market
32:22 Alden's Value Proposition and Fee Structure
38:43 The Mission of Financial Education
