Compliance is a strength, not a burden With Darren Whissen

In this episode, Matthew Jarvis interviews Darren Whissen  from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They explore the importance of compliance in alternative investments, how to effectively communicate with clients about these options, and the strategic advantages that come from understanding and implementing compliance protocols. Darren shares his journey in wealth management, the concept of tax alpha, and the key considerations for advisors when incorporating oil and gas into client portfolios. The conversation emphasizes the need for education and due diligence in navigating the complexities of alternative investments.

Compliance is a strength, not a burden With Darren Whissen

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn

- Darren Whissen  Website | LinkedIn

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- Learn More about our Coaching Programs

- The Summit 2026