Tag Archives: #JimGold

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

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 133 – Building a Team of Shareholders: Fostering Collaboration and Wealth Creation – With Jim Gold

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

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. The firm, with their professionals, deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. The company has grown to oversee approximately $25 billion in client’s assets under management.

In this podcast, Doug and Jim discuss the building of Steward Partners infrastructure and business model, setting the company up for monetary success and an array of benefits for their advisors. 

They also discussed:

  • The firm’s tremendous growth rate over the past few years and how their team achieved so many milestones in such a short period of time
  • The impact of the recent investment by Pritzker into the firm
  • Steward Partners having all of their advisors and employees be equity owners
  • What is driving the movement of advisors
  • How Steward draws advisors away from their competitors and through their doors
  • The key to leading a successful firm

Resources: 

Steward Partners Global Advisory



Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More