Jeff Gonyo is the Senior Divisional President 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, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth and collaboration.
Also discussed:
- The evolving landscape for financial advisors, highlighting the shift from traditional wirehouses to independent advisory models.
- The focus Steward Partners has on helping advisors transition to independence with strong infrastructure support, allowing them to manage client assets in diverse ways.
- How the firm offers a unique entrepreneurial environment where advisors can pursue creative marketing and business growth strategies, free from the constraints of large parent companies.
- The flexible affiliation options Steward Partners provides, including W2 and 1099 models, catering to advisors’ varying needs and goals.
- The firm emphasizes a culture of collaboration and alignment, fostering a supportive community where every member’s growth contributes to the overall success of the organization.
- The significant growth Steward Partners is poised for, both organically and through acquisitions, with plans to double the size of the business in the coming years.
Resources:
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