Tag Archives: #Culture

Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo

August 16, 2024Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Culture, #DougHeikkinen, #Equity, #FinancialAdvisors, #Investors, #JeffGonyo, #PowerYourAdvice, #StewardPartnersJulia Smollen

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:

Steward Partners

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Episode 224 – Why Marketing is Crucial for Advisors Seeking Practice Growth with Greg Banasz

August 8, 2024Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Culture, #DougHeikkinen, #FinancialAdvisors, #Greg Banasz, #Investors, #Marketing, #PowerYourAdvice, #StewardPartnersJulia Smollen

Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.

In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies for financial advisors.

Also discussed:

The focus Steward Partners has on independence, culture, and giving everyone a voice – the principles that have guided them for the past decade.
The firm’s growth from 12 people to 550, maintaining its core values and building a supportive culture.
Advisors at Steward Partners benefitting from customizable marketing resources, digital tools, and a strong online presence.
How marketing strategies should be tailored to individual advisor goals, whether it’s improving digital presence or engaging in media outreach.
The continuous evolution of Steward Partners, recently becoming a multi-chassis platform and incorporating next-gen digital tools for tracking and marketing.

Resources:

Steward Partners

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Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace

July 30, 2024Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Culture, #DougHeikkinen, #FinancialAdvisors, #HumanResources, #KirstieEustace, #Partnership, #PowerYourAdvice, #StewardPartnersJulia Smollen

Kirstie Eustace is the Chief Human Resource Officer at 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, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and growth within the firm.

Also discussed:

The transformation of HR from tactical to strategic, emphasizing its role in shaping organizational culture and leadership.
How she joined Steward Partners to take a bet on herself, finding the firm to be exactly as represented by its founders.
The evolution of Kirstie’s role from handling everything herself to leading a specialized team.
The importance of maintaining a strong company culture and ensuring it transcends throughout the organization.
The culture at Steward Partners, anchored in partnership and ownership, which has evolved but remains core.
Kirstie’s focus on the future of the firm, emphasizing growth, scalability, and preserving culture.

Resources:

Steward Partners

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Episode 215 – What Does Freedom Mean to You? with Scott Danner

June 18, 2024Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Culture, #DougHeikkinen, #FinancialAdvisors, #FreedomStreet, #Investors, #Optimization, #PowerYourAdvice, #ScottDanner, #StewardPartnersJulia Smollen

Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.

In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact.

They also discussed:

Scott’s journey of founding the firm in 2016 to address the lack of succession plans among aging financial advisors.
The rapid growth of Freedom Street and their goal of building a national brand with a compelling identity to attract top talent and clients.
The Life Optimization model, which prioritizes love, impact, faith, and energy over traditional financial metrics.
Benefits of joining Steward Partners, which provided support in HR and legal while maintaining a collaborative culture.
Scott talks about the importance of balancing high performance with self-awareness and achieving personal equilibrium.

Resources:

Steward Partners

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

May 29, 2024Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Culture, #DougHeikkinen, #Equity, #FinancialAdvisors, #Investors, #JimGold, #PowerYourAdvice, #StewardPartnersGlobalAdvisoryJulia Smollen

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 162 – Self-Determination and Strong Strategies Drives M&A Deals with John Langston

May 16, 2023Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Buyer, #Culture, #DougHeikkinen, #FinancialAdvisors, #JohnLangston, #M&A, #PowerYourAdvice, #RepublicCapitalGroup, #Seller, #TransactionJulia Smollen

John Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth, and Asset Management communities. The team at Republic Capital offers buy-side and sell-side services, merger advisory, and sourcing equity and debt capital, bringing extensive experience across financial services to their clients.

In this podcast, John dives into the world of M&A, sharing the keys to a successful deal and advice collected from his impressive seventeen years in the financial services industry.

Doug and John also discussed:

Current views on M&A activity in the wealth management space and trends that are circulating
The biggest mistakes buyers and sellers have during the M&A process and how to avoid them
How firms can structure their business to increase their valuation and best integrate post transaction
A recent deal John advised on and how the transaction unfolded
The conversation around cultural fit when companies are making a transaction and why it’s so important

Resources:

Republic Capital Group

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