O TYM ODCINKU
Mother-son duo Karen and Porter Cunningham of Oklahoma Financial Center were faced with a sudden shake up of personnel and needed to build a new team for where their firm was headed. The two sat down with Harold Buckner, VP, Business Consulting at Bluespring to share what they learned during the process and how they were able to develop a high performing team with a strong culture that is now driving and supporting the rapid growth their advisory firm has recently seen.
Język angielski
Stany Zjednoczone
TRANSKRYPCJA 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Bluespring Out Loud Podcast.
INNE ODCINKI W TYM PODCASCIE
In this episode of Bluespring Outloud, Philip Palaveev, CEO of The Ensemble Practice, joins Stuart Silverman and Pradeep Jayaraman to discuss the latest trends in the M&A sector of the wealth management industry. Together, they touch on how the lifecycle of entrepreneurial advisors has evolved,…
In this episode of Bluespring Outloud, Dave Allen, Keith More, and Mitch Walk of Security Financial Management join Stuart Silverman to discuss their evolution from siloed, solo practices into an ensemble firm with multiple partners, G2 and G3 advisors, and ample support staff. Together, they share…
In this podcast, industry expert Philip Palaveev of Ensemble Practice breaks down the real drivers behind sustainable growth. During this discussion he shares practical strategies advisors can use to scale beyond founder-driven success. Phillip explains how firms can create consistent lead flow, de…
In this episode of the Blue Springing Out Loud podcast, Taylor Wilson interviews Atricia Roberts, Partner & COO of Curo Private Wealth, Mark Franczyk, CEO of Christopher Street Financial, and Cristina Briboneria, Partner & Co-founder of ClariVise Private Wealth. Discover how these Bluesprin…
In this episode of Bluespring Outloud, a panel of our partner firm leaders joins Pradeep Jayaraman to discuss succession planning and their experiences as G2 firm leaders. They share insights and advice on how to successfully transition into leadership roles, build a cultural foundation, strengthen…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z bluespringoutloudpocast, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
EDYTUJ
Dziękujemy za pomoc w aktualizowaniu podcastowej bazy danych.
