Episode 4 - The Salesman: Part 2

Welcome back to Episode 4 Part 2 of Forge in Focus! We are thrilled to continue our deep dive into the team at WealthForge Securities, with this episode’s guest Michael Roman. In Part 2, "Dollars in the Door," Michael sheds light on the intricate process of new sponsor onboarding and underscores the collaborative nature of the WealthForge team in handling client-related matters.

In this installment, Michael Roman and Client Success Associate, Alex Pauliukonis, discuss the process of onboarding and what to expect as a new WealthForge client. They cover invaluable insights into the collaborative strategies that make WealthForge Securities unique in the managing broker-dealer landscape. From how we approach challenges to create expectations, this episode explores the team-based philosophy that permeates every aspect of the WealthForge approach, providing listeners with a behind-the-scenes look at the team's unwavering commitment to excellence.

Michael Roman's seasoned perspective, coupled with Alex Pauliukonis' client knowledge, offers a comprehensive understanding of the strategies employed by WealthForge Securities to navigate the complexities of the alternative investments space successfully.