Monthly Archives: May 2024

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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

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 decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services. 

Also discussed:

  • Steward Partners’ rapid expansion, including the need for scale and the importance of legacy preservation.
  • The firm’s equity story, where every employee is an owner with the same equity, creating a culture of alignment and happiness.
  • The firm’s past milestones, including survival during early days, financial accolades, and great culture, with a focus on evolution and listening to people.
  • The importance of transparency, talent, and resources in making the right decisions.
  • The evolution of the advisor role and the importance of technology in providing accessible, trusted advice.
  • Jim Gold provides leadership advice, emphasizing honesty, integrity, and compliance.

 

Resources: 

Steward Partners

 

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Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone. 

In this episode, we’ve invited Steve to share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively. 

 

Also discussed:

  • Why some advisors are experiencing growth while others are not, prompting an examination of the underlying dynamics.
  • The significance of both willpower and skill in an advisor’s success.
  • The distinction between organic and inorganic growth within the industry and the importance of organic growth as a measure of the business’s health.
  • The impact of aging demographics on advisor practices, noting the challenges posed by an aging client base and the implications for organic growth.
  • The dissatisfaction of private equity firms with industry returns.
  • The industry’s responsibility toward investors’ well-being.
  • Strategies for advisors to achieve organic growth effectively, emphasizing the importance of client retention, understanding evolving client needs, and improving share of wallet by offering new services and consolidating assets.

 

Resources: 

Next Chapter

 

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Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. 

Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive Committees. 

In this episode, Jackie guides us through Hamilton Lane’s global client service, providing insights on their evolving strategies as well as navigating the world’s volatile 2024 landscape. 

Topics also discussed:

  • Hamilton Lane and its over $900 billion in assets under management, serving institutional and private wealth investors worldwide.
  • The shift in the investment landscape with alternatives gaining prominence due to shrinking public markets and increasing opportunities in private markets.
  • How Hamilton Lane adapted, creating accessible structures for advisors and investors, simplifying processes, and providing education and transparency.
  • Hamilton Lane’s commitment to education and information-sharing, leveraging its extensive database and technology to empower advisors and clients with knowledge about private markets.
  • Key findings from Hamilton Lane’s comprehensive market overview, including persistent outperformance of private markets, fair valuations, and the importance of data-driven analysis.
  • Challenges such as global elections and technological advancements, emphasizing the resilience of private markets and the importance of data-oriented decision-making for investors.

 

Resources: 

Hamilton Lane

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Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change.

Topics also discussed:

  • Jeff’s journey with Invest in Others, rooted in personal and professional philanthropic values.
  • His key objectives as the newly appointed chairperson, emphasizing the need to raise visibility in the financial services industry.
  • The natural inclination of financial professionals towards charitable initiatives and the role of Invest in Others in amplifying their efforts.
  • Jeff shares the influence of his affiliation with Invest in Others on his professional connections and the expansion of his network.
  • Challenges in philanthropic contributions, stressing the importance of supporting small charities and the impact even modest donations can make.
  • Looking ahead, Jeff discusses upcoming programs and events for Invest in Others, including the Charitable Champions program, grant opportunities, and the annual gala. He also outlines the organization’s strategic plan for growth and encourages support and involvement from the broader community.

 

Resources: 

Invest in Others

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