# Jim Gold

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Episode 214 – Building the Firm of Today and the Future with Jim Gold

Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.   In this podcast, Jim reflects on Steward Partners’ exponential growth over the past deca…

Previewing the Fed's Decision, Apple Rises on Hope AI Will Fuel Upgrades

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith, Bloomberg News Economics Reporter Steve Matthews and Steven Skancke, Chief Economic Advisor at Keel Point all join for a roundtable to preview both the Federal Reserve's meeting tomor…

Tony Sirianni with Steward Partners’ Jim Gold on Independent Firms Becoming the Future of the Advisory Business

AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO and Founding Partner of Steward Partners. The two discuss the M&A outlook, how we are facing a “crisis” when it comes to succession, what a hybrid RIA firm looks like now and in the future, moves to independent firms becoming demystified, an…

Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun

Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

RIA Edge Podcast: Redefining Growth in Wealth Management

David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares…

Episode 273 – Reinventing Independence: Where Advisors Own the Outcome with Jim Gold

Today we’re joined by Jim Gold, CEO and Co-Founder of Steward Partners, at the firm’s Annual Symposium to discuss Steward’s growth, culture, and future. After nearly 30 years in the industry, Jim reflects on how a shift in big-firm culture inspired him to build a client- and advisor-first model. Si…

A Conversation with Jim Gold — CEO of Steward Partners

This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO of Steward Partners. The two discuss the impending advisor retirement wave, breakaway M&A trends, continually improving culture and morale, creating efficiency and scale, and the significance of brand pride.

Why Advisors Have Turned From Hunters to Farmers with Jim Gold

Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession. Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to …

Material Issues Episode #236 featuring Jim Gold of Gallery!

Join David Bash of The International Pop Overthrow Festival and Mark Hershberger of Pop Detective Records as they welcome Jim Gold of the band Gallery to the show!  One of the most recognizable tracks of early 70's pop , "Nice to Be With You" was written and sung by Jim!

The Growth Secret Most Financial Leaders Ignore

Recorded on location at the Steward Symposium, host Ryan Nauman welcomes Jim Gold, CEO of Steward Partners, to discuss the rapid evolution of wealth management and how Steward is positioning itself to lead. Gold shares his background from Smith Barney and Morgan Stanley Smith Barney and explains St…