ОБ ЭТОМ ЭПИЗОДЕ

английский
США

РАСШИФРОВКА 🔗

ПОИСК ПРОШЛЫХ ЭПИЗОДОВ

Искать прошлые эпизоды Meet the RIA.

ДРУГИЕ ЭПИЗОДЫ В ЭТОМ ПОДКАсте

MTRIA: Edward Jones

Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds a team culture centered on authenticity, professional development, and helping c…
Michael Zeuner, Managing Partner at WE Family Offices, joins Michelle Yu to discuss the firm’s growth and rising demand for independent, fiduciary advisory services among ultra-high-net-worth families. He also explores how AI is helping families discover family office solutions, improve advisor eff…
With more than $24 billion in assets under management, Johnson Investment Counsel has continued to grow while remaining 100% employee-owned. In this conversation, Jason O. Jackman, CFA, Chief Executive Officer and Principal, discusses the firm's evolution, areas of growth and success, and how its f…

Meet the RIA: Diversified

Andrew Rosen, CFP®, CEP®, Executive Chairman of Diversified, shares how the $3.6 billion RIA has evolved into a multi-generational firm designed to thrive beyond its founder. He discusses the firm’s EOS/Traction operating model, the principles guiding growth and acquisition decisions, the role of A…
Отказ от ответственности: Подкаст и иллюстрации, встроенные в эту страницу, взяты из Asset TV, который является собственностью его владельца и не связан или не одобрен Listen Notes, Inc.