The Rise of the Social Media Advisor: How to Build a Wealth Business by Being Your Genuine Self

“ReSolve’s Riffs” is live on YouTube every Friday afternoon to debate the most relevant investment topics of the day.

Although technology has revolutionized many aspects of our lives, there are still some industries that resist change and professionals who are certain that the old way is the right way. Some believe this applies to investment advisors. They most likely have never met Shiraz Ahmed. He is the quintessential modern advisor, with whom we had the pleasure of riffing on topics such as:

• Building and improving your career by observing your peers (and learning from their mistakes)
• Finding a niche of people that you can really connect with instead of cold calling
• The value of conveying your true self and embracing a genuine narrative
• Navigating the ambiguous compliance and regulatory environment when engaging on social media
• His expertise in U.S. -Canadian cross-border investing

We also discussed Shiraz’s motto of paying it forward, how he lives by that rule, and what he actually means when he says an advisor needs to put his money where his mouth is.

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Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA
Adam Butler is Chief Investment Officer of ReSolve Asset Management, sub-advisor to an alternative allocation strategy at Rational Funds. He manages ETF and futures based strategies including a global risk parity ETF, two Adaptive Asset Allocation funds, and a multi-strategy hedge fund. Adam is also author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and is ranked in the top 1% of authors by paper downloads on SSRN. He has authored over a dozen papers and dozens of articles on asset allocation; factor investing; quantitative methods; and portfolio optimization. Adam holds both CFA and CAIA charters and appears on BNN Bloomberg and CNBC.

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