culture

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.

2025-02-04T12:59:44-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold

Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA

Heather Robertson Fortner discusses how consistent execution and "Net Worthwhile" have fueled her firm's remarkable growth.

2024-09-04T07:55:18-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA

Cresset’s Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm

Susie Cranston shares her insights on the essence of great leadership and navigating the key inflection points firms face as they scale.

2024-08-21T09:42:17-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Cresset’s Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm

Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.

2023-08-21T16:29:15-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.

2023-08-03T08:18:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.

2023-06-27T22:07:03-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Building a Culture That Will Win the Battle for Talent With Brian Kropp

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.

2022-07-19T06:20:48-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Building a Culture That Will Win the Battle for Talent With Brian Kropp
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