The Real Lives of Financial Advisors (with Josh, Michael, and Nina O'Neal)
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 9 December 2019
⏱️ 16 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi, I'm downtown Josh Brown. We are live from the compound. I'm here with Michael Batnick and our friend Nina O'Neill from the firm Archer Investment Management in Raleigh, North Carolina. Welcome, Nina. Thank you. I asked you to come up because I just |
| 0:15.6 | feel like, and I said this to you off camera, every time I have a conversation with |
| 0:18.8 | you about being a financial advisor, running a practice, trying to manage our lives I find that you're one of the |
| 0:26.2 | most authentic people I know and you just tell it like it is and you did that on stage |
| 0:30.7 | at Wealth Stack and people absolutely loved it. |
| 0:34.6 | How long has Archer Investment Management been around and what is your role there? |
| 0:39.3 | So we've been around for 12 years, actually 13, so 2006, my partner founded it and then I partnered with him in |
| 0:45.1 | 09. |
| 0:46.1 | And so we celebrate 10 years, which is exciting. |
| 0:49.5 | And my role is we are 50-50 partners on every client, every expense, every bit of revenue. |
| 0:55.6 | So even though he founded it, I came on board not too long afterwards and really helped |
| 1:01.0 | to expand and grow the practice. Okay. |
| 1:03.2 | So you're working with primarily high net worth investors |
| 1:06.8 | in the North Carolina area? |
| 1:08.9 | No, actually we have clients in either somewhere between 13 and 16 states across the country actually |
| 1:14.8 | our largest relationships are not in North Carolina at all and so we're from |
| 1:19.4 | San Francisco, New York, Chicago, a lot are going to be based in North Carolina just because of the nature of the beast. |
| 1:26.5 | That's where we are. |
| 1:27.5 | But we work with a range of individuals, so from high net worth down to not a lot of net worth yet. So 55% of our book of business is |
| 1:36.0 | high-income-earning professionals and a lot of those are going to be still in |
| 1:39.6 | their income earning years, so Gen X, Y, and then 45% of our book is boomers but they're young boomers |
| 1:45.7 | so our average client ages 52. I love the way you say boomers. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

