In episode 6 of "The Deep Dive" podcast, Jay Hummel interviews Clint Sorenson, CEO of WealthShield. Clint explains WealthShield's role in providing professional asset management for independent advisors. They discuss the benefits of pre-IPO investing, additional opportunities within private markets, and the importance of long-term planning to maximize wealth-building. Furthermore, Clint highlights the potential for advisors to leverage AI for scalability and client-centric services.

Clint Sorenson: Clint is the co-founder of WealthShield, where he focuses on innovating and accelerating the investment landscape. He holds certifications as a Chartered Market Technician and Chartered Financial Analyst. Prior to WealthShield, he worked as a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. Clint is a University of North Carolina at Chapel Hill graduate and currently resides in Charlotte.