Growth Leaders of Wealth Management
In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's needs first.
The Growth Leaders of Wealth Management podcast tells the stories of businesses who are on their growth journey now. We'll learn how they got this far, what the challenges have been, how they've overcome them, what they've learned along the way and what their next big mountain to climb is.
Join our host, Meg Carpenter, as we learn from the stories of some of the industry's best and brightest on the Growth Leaders of Wealth Management podcast.
Growth Leaders of Wealth Management
Top 5 Growth Insights from Season 1
Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in!
Join us for a “greatest hits” collection from our season one conversations, where we share our five key takeaways on what it takes to be a growth leader.
Connect with us:
- Meg Carpenter on LinkedIn
- Harpreet Ahluwalia on LinkedIn
- John Bunch on LinkedIn
- Brent Brodeski on LinkedIn
- Bill Capuzzi on LinkedIn
- Matt Fleissig on LinkedIn
- Heather Fortner on LinkedIn
- Lauren Fryefield on LinkedIn
- Anders Jones on LinkedIn
- Michael Kerins on LinkedIn
- Crystal Mathis on LinkedIn
- Kay Lynn Mayhue on LinkedIn
- Larry Miles on LinkedIn
- Rob Morrison on LinkedIn
- Matt Neuman on LinkedIn
- Aaron Schumm on LinkedIn
- Peter Vincent on LinkedIn
Who should we spotlight next? Nominate growth leaders for Season 2
Want to learn more…
- Visit ficommpartners.com