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Ava Mallin

Sep 15, 2026

1:55
Where'd you grow up? Walk us through kind of your childhood, college, the whole thing, and then how you got to where you are today.
2:02
Okay.
2:03
It was a cold winter night.
2:06
My mom was a week late.
2:07
I was a week late.
2:08
My mom was pregnant.
2:10
She said, let's do a little, let's dance with my dad.

9 MINS LATER

11:00
And communication amongst the sales team, I think is the lifeblood of any group, right? How do you do it?
1:52
And where I'd love to start is the process of selling and how the human connection and emotion comes into working with the Wealth Channel.
2:05
just last week or the following week, polled an audience because I was really curious.
2:11
I asked them, raise your hand in the room if you have a financial advisor.
2:15
Most of them raised their hand.
2:17
So put your hands down.
2:18
And then I said, raise your hand if at some point with this financial advisor, you've had a conversation that resembles something that you would have with a friend or a family or a therapist where you're saying, I don't know if I can do this.
2:31
This is really scary.

5 MINS LATER

7:47
How do you think advisors can think about how they're working with clients and helping them understand the why, the how, and the what of investing in private markets, maybe even using evergreen structures?
1:51
And where I'd love to start is the process of selling and how the human connection and emotion comes into working with the Wealth Channel.
2:04
Just last week or the following week, polled an audience because I was really curious.
2:09
I asked them, raise your hand in the room if you have a financial advisor.
2:14
Most of them raised their hand.
2:16
So put your hands down.
2:17
And then I said, raise your hand if at some point with this financial advisor, you've had a conversation that resembles something that you would have with a friend or a family or a therapist where you're saying, I don't know if I can do this.
2:29
This is really scary.

5 MINS LATER

7:35
How do you think advisors can think about how they're working with clients and helping them understand the why, the how, and the what of investing in private markets, maybe even using evergreen structures?

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