Covering Your Community’s Assets #245

Host Regan Brown, along with co-host Brad Bacome, Certified Community Manager at The Manor, are joined by Nico March, Founder and Managing Director of The March Group. Together, they share real-world insights from Nico’s extensive career, including the risks of untracked investments, the importance of implementing a structured asset management system tailored to each community’s needs. Nico also breaks down the key differences between fiduciaries, custodians, and advisors, offering clear fram...