Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors.

Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn about the exciting potential of alternative investments to provide uniqueness and impact in ways traditional investments cannot. 

Tune in to discover:

• (02:15) How Banrion Capital is changing advisor access to alternative investments
• (15:24) The importance of building better client-advisor relationships through tailored investment strategies
• (19:39) The role of alternative investments as a diversification tool
• (27:00) Greg’s strategic vision for empowering advisors through holistic financial solutions 
• And more

Join Greg and Shana in unraveling the complexities of alts to find new opportunities that align with clients’ financial and personal goals. 

Connect with Greg DuPont:

• Wealth Solutions Network Website (JoinWSN.com)
• LinkedIn: Greg DuPont
• LinkedIn: Wealth Solutions Network
• Facebook: Wealth Solutions Network
• info@wealthsolutionsnetwork.com
• (614) 432-8065

Connect With Shana Sissel:

• Banrion Capital Management
• Shana Sissel
• LinkedIn: Shana Sissel
• Instagram: @finance_queen2020
• X: @Shana621
• YouTube: Banrion Capital Management

About Our Guest:

For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder & Chief Executive Officer of Banríon Capital Management Shana helps financial advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence. 

Dubbed the “Queen of Alternatives” by her peers. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, Yahoo Finance, Reuters and the Schwab Network.

Shana has maintained fierce, outspoken advocacy for her fellow women in finance for the duration of her career — acting as a mentor for many other young women navigating the battlefield of a male-dominated industry. Having overcome many obstacles to achieve success in her own career, she leverages her personal social media following to speak out for the recognition and support of women in her field. As a member of Women in ETFs, Shana has become a spokesperson for their Speaker’s Bureau, with the goal of improving public representation of females in industry-oriented events and conferences, as well as in financial media.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More