In this episode of "The Deep Dive" podcast, Jay sits down with Clint Sorenson, the CEO and co-founder of WealthShield. Clint shares his expertise on crafting professional asset management strategies tailored for independent advisors. He emphasizes WealthShield's customizable investment approach that prioritizes client financial goals over traditional benchmarks. The conversation delves into the advantages of private market investments, which often yield higher returns and foster long-term investment strategies. Clint's extensive background, including his certifications as a Chartered Market Technician and Chartered Financial Analyst, and his prior experience as a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors, lend depth to this insightful discussion. Tune in to gain valuable insights on the future of financial advice and client-centric investment strategies.