Professional Growth – March to a Million

Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

By March to a Million | February 19, 2025

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.

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Connect With Shana Sissel:

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.

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Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

By March to a Million | November 6, 2024

Are you controlling your time, or is time controlling you?

Time is the ultimate resource, yet many of us feel it slipping through our fingers. Discover how to seize control and make every minute count.

Today on March to a Million, Greg DuPont discusses the significance of effective time management for attorneys, exploring the 12-week year model to boost productivity. He shares his own challenges and strategies for balancing work, life, and professional development. Listen and learn how you can transform your time management approach and propel yourself toward both professional success and personal fulfillment.

Greg discusses:

How breaking down the year into 12-week segments can drive focus and accelerate achievement
Effective prioritization by aligning your daily tasks with long-term goals through practical time-blocking strategies
Balancing work and personal life to sustain high energy levels and prevent burnout
The value of coaches and mentors in guiding your professional journey and providing fresh perspectives on time management
And more

Resources:

The 12 Week Year by Brian P. Moran and Michael Lennington

Connect with Greg DuPont:

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How Taking Time Off Can Make All the Difference (Ep. 31)

By March to a Million | August 21, 2024

Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug.

How can you prepare your business to thrive without you? What benefits can you gain from truly disconnecting?

This week, Greg DuPont chats about the importance of taking time off and how doing so can lead not only to personal rejuvenation but also to professional growth. Greg shares his insights from a two-week vacation, discussing the steps he took to ensure his businesses thrived in his absence, emphasizing the role of strategic planning and team empowerment.

You’ll be surprised by what a good rest can do for yourself, your career, and for those around you.