Episode #1
EP 1. How Box Spreads Became a Growth Strategy with Akiva Glazerson
Sep 5, 202626 minS1
<p>Akiva Glazerson didn't launch his RIA with a book of business. He started with zero clients and zero AUM.<br /><br />What he did have was deep experience across Deutsche Bank, UBS, RBC, PIMCO and a $45 billion RIA, plus a belief that the traditional advisor playbook left room for something different.<br /><br />On this episode of Spread School, Akiva joins Dasarte Yarnway to explain how sophisticated strategies like box spreads helped him create differentiated prospect conversations, consolidate client assets and solve complex liquidity, tax and concentrated-stock problems.<br /><br />They break down:<br /><br />• Why differentiation mattered when st...
