Creating Financial Advisors with ...

Creating Financial Advisors with a Specialty in Sports Memorabilia with Howard Epstein

Alts por Horacio Ruiz
T1 · E42
29 mar 2022
23:49

Notas del episodio

Horacio spoke with Howard Epstein, a financial advisor and life-long sports memorabilia collector. Howard wrote a whitepaper advocating for dedicated partnerships between wealth management firms and sports memorabilia experts. Howard argues that such business connections would benefit wealth management clients, advisors, and firms.

Discussion topics include:

  • The genesis for writing the whitepaper for financial advisors

  • Wealth management firms having the potential to help collectors

  • Sports collections not being a part of conversations with financial advisors

  • Cyclical nature of the sports memorabilia market

  • Vintage Hall of Famers as investable assets

  • The nuances of becoming an appraiser through experience

  • The missed opportunity by firms on sports memorabilia

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Palabras clave

sports cards
wealth management
sports memorabilia
financial advisors
sports collections
sports white paper
sports appraiser
sports collectible market