Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold
Jim Gold  shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.
Jim Gold  shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.
Heather Robertson Fortner discusses how consistent execution and "Net Worthwhile" have fueled her firm's remarkable growth.
Susie Cranston shares her insights on the essence of great leadership and navigating the key inflection points firms face as they scale.
Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.
Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
Brian Kropp, Distinguished VP, Research at Gartner, discusses how to create a culture by design, not by default, that the brightest and the best want to be a part of.