Work Ethic

Epizódok

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  Unfiltered Career Advice from Top Investment Leaders 25.06.2026 10p

  As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build successful careers like theirs? These are the leaders shaping the future of wealth so there's no one better to answer that question.In this mini-episode you’ll hear from:Yie-Hsin Hung - President and CEO at State Street Investment ManagementJonathan Foster - President and CEO at Angeles Wealth ManagementGreg Brown - Co-CEO at CaprockSteve Tenney - Founder at Grandview & CoCameron Dawson - CIO at NewEdge Wealth Matthew Weatherley-White - Partner at Sorensen Impact AdvisoryMichel Del Buono - CIO at a16z PerennialTimestamps:00:00 - Introduction01:16 - Educate Yourself and Embrace New Opportunities (Yie-Hsin Hung)02:25 - Success Starts with Integrity (Jon Foster)03:07 - Find Your Niche and Play the Long Game (Greg Brown)04:43 - Learn from Everyone, Inside and Outside Your Industry (Steve Tenney)05:56 - Read More than Everyone Else (Cameron Dawson)06:33 - Challenge Conventional Wisdom (Matthew Weatherley-White)08:01 - Stop Trying to Plan Every Step (Michel Del Buono)09:14 - Season One Wrap-Up—We’ll be back in the Fall, when we’ll return with an exciting new lineup of world-class guests exploring the future of wealth.Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
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  Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver) 11.06.2026 36p

  Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel, is about losing his son Henry to Mental Illness.In this episode you’ll learn:How to find resilience after profound lossHow optimism can be entrepreneurial traitHow to incorporate counseling and human psychology in wealth managementHow Tripp views curiosity as a philosophy of lifeTimestamps:00:00 - Introduction01:20 - Time Magazine and an Accidental Music Career02:42 - Growing up in New Orleans and Leaving the Family Path03:50 - From Peddling Life Insurance to Founding Free Gulliver06:35 - The Biggest Investment You Can Make is In You07:50 - If You Have no Fear and Anxiety, It's Not a Big Enough Jump09:35 - Hiring Builders and Playing to Strengths13:25 - How AI Can Transform Wealth Management18:30 - Scaling a Business with Optimism21:15 - How Studying Counseling Changed the Way He Works with Clients23:55 - The Importance of Understanding Your “Location” in Life26:00 - How Losing Two Children Taught Resilience30:32 - Why Resilience is the Number One Secret to Success32:55 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Tripp and Free Gulliver (​​https://freegulliver.com/who-we-are/tripp-friedler/)Purchase Tripp’s latest book, The Tunnel (https://www.trippfriedler.com/)Connect with Tripp on LinkedIn (https://www.linkedin.com/in/tripp-friedler-61768616/)
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  AI and the Future of Wealth 03.06.2026 20p

  How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future.In this episode you’ll hear from:Adam Katz - Partner and Head of Founder and Entrepreneur Group at CorientKelly Coffey - Co-founder of Verita Strategic Wealth PartnersGary Hirschberg - CEO of Aaron WealthRon Albahary - CIO of LNWTripp Friedler - CEO of Free GulliverTimestamps:00:00 - What 5 Wealth Leaders Really Think About AI01:11 - AI is Inventing Hours (Adam Katz)04:06 - Starting an AI-Native Wealth Firm (Kelly Coffey)08:10 - AI for Institutional Due Diligence (Gary Hirschberg)10:34 - Cutting the Cord on Old Tech (Ron Albahary)14:22 - “I Was a Skeptic.” (Tripp Friedler)17:36 - Will AI Destroy Jobs?19:26 - The Big Takeaway—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
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  Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial) 28.05.2026 34p

  Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets.In this episode you’ll learn:Why you don’t need to over-engineer your careerHow wealth is a much more complicated optimization problemWhy it’s important to broaden your apertureTimestamps:00:00 - Introduction01:41 - The Investor Who Fixes His Own Air Conditioner03:20 - How Living Across Continents Shaped His Thinking05:15 - The Renegade Quant09:26 - Why You Don’t Need a Master Plan10:57 - What the E&F World Taught Him About Choosing People13:05 - The Multidisciplinary Challenge of Wealth Management16:45 - The Mistake That Changed How He Builds Teams19:22 - Recruiting Teams: Looking for the Player/Coach23:45 - Inside a16z Perennial’s Investment Philosophy28:08 - How AI Will Transform Wealth Management30:10 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Michel and a16z Perennial (​​https://a16z.com/author/michel-del-buono/)Connect with Michel on LinkedIn (https://www.linkedin.com/in/mdelbuono/)
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  Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory) 14.05.2026 30p

  Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission.In this episode you’ll learn:Why you should challenge the default playbookHow independent thinking is a competitive advantageWhy sometimes you hire for skill, and other times you hire for culture fitThat true fulfillment comes from aligning work with meaningTimestamps:00:00 - Introduction01:25 - From Private Chef to Finance05:30 - Why Independent Thinking Is Rare in Finance06:39 - Challenging the Cold-Calling Playbook08:07 - Converting His First $10M Client09:34 - Why He Started His Own Firm13:44 - Hiring: Skill vs. Culture Fit15:05 - Leadership Philosophy: Setting High Standards18:01 - How Wealth Management is Evolving20:30 - The Future of Impact Investing22:36 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Sorenson Impact Advisory (https://sorensonimpact.com/impact-advisory/)Connect with Matthew on LinkedIn (https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/)
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  Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co) 07.05.2026 34p

  Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had. In this episode you’ll learn:How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out without a networkHow struggles can become superpowersHow true leadership means making yourself less importantThe advice that Steve wished he had over his 30-year careerTimestamps:00:00 - Introduction01:37 - How Steve Turned Dyslexia Into a Superpower04:12 - The Conversation With His Father That Led Steve Into Wealth Management07:08 - Career Beginnings—Cold Calling the White Pages and Winning Clients10:31 - The Moment Steve Went Independent and Started His Own Firm13:36 - The Biggest Mistakes Steve Made (So You Don’t Have To)17:03 - What Steve Looks for When Hiring Talent20:20 - The Family Story Behind Grandview23:14 - Becoming the Coach He Wishes He Had Over His 30-Year Career26:57 - Steve’s Leadership Philosophy30:07 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Steve and Grandview & Co (https://www.grandviewandco.com/)Connect with Steve on LinkedIn (https://www.linkedin.com/in/steventenney/)
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  When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth) 30.04.2026 24p

  Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots.In this episode you’ll learn:Why simplicity wins in a complex industryWhy you shouldn’t wait too long to take the leap and go independentGreat work ethic = initiative without noiseYour brand is built on values, not marketingTimestamps:00:00 - Introduction01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career02:47 - Losing a Business in 4 Months and What Early Failure Taught Him04:44 - How Fundraising Became His Entry Into the Wealth World06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.”07:56 - Why He Left Goldman to Start His Own Firm10:26 - The Story Behind “Aaron Wealth”13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors14:55 - Scaling to $5B (Without Breaking the Firm)16:28 - The Hardest Part of Scaling Culture18:36 - How AI Will Change Wealth Management21:00 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/)Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/
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  Wealth is More Complex Than You Think | Cameron Dawson (NewEdge) 23.04.2026 35p

  Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or other media outlets.In this episode you’ll learn:Volatility is feature, not a bugThe biggest investor mistake is emotional timingHard work alone isn’t enough–you need to find the right river to swim inCuriosity = Work EthicTimestamps:00:00 - Introduction01:20 - The Childhood Video Cameron Doesn’t Want You To See02:58 - How Quitting High School to Dance Ballet Taught Cameron the Lessons Needed for Her Career Today05:42 - Cameron’s Early Years in Finance and “Finding the Right River to Swim In”10:58 - The Previous Bosses She Tries to Emulate Today16:01 - To Recruit Talent, Take the Bureaucracy Out of Hiring18:30 - Why a Flat Structure Works at Her Firm21:57 - The Most Important Initiatives NewEdge is Prioritizing Right Now to Meet the Pace of Technological Innovation25:34 - Why the Wealth Industry Is Far More Complex Than People Think27:39 - How To Navigate Complex Situations and Emotions with a Steady Hand33:02 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Cameron and NewEdge (https://www.newedgewealth.com/team/cameron-dawson/Connect with Cameron on LinkedIn (https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/)
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  How a Chief Investment Officer Reimagines Risk | Ron Albahary (LNW) 16.04.2026 32p

  Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy.In this episode you’ll learn:That great investors understand humans, not just marketsThat risk is psychological, not just mathematicalHow vulnerability is a leadership advantageWhy innovation = solving problems, not launching productsTimestamps:00:00 - Introduction01:17 - Ron’s Childhood Artistic Passion02:52 - The Lessons he Learned from Moving Between Five Countries Before the Age of Eighteen05:52 - Ron’s Beginnings in Wealth Management, from Building Out New Concepts to his First Experience Working Directly with Clients09:28 - The Psychological Trick that Changes How Investors See Risk11:26 - Ron’s Leadership Philosophy and Why Vulnerability is Crucial14:16 - The Initiatives at LNW that Ron is Prioritizing Right Now, Applying a Multi-Generational View16:08 - How Ron Sees Impact Investing and Why He Hopes We Stop Talking About It19:21 - How AI Can Maximize the Return on the Investment of Time23:32 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Ron and LNW (https://lnwadvisors.com/bio/ronald-g-albahary/)Connect with Ron on LinkedIn (https://www.linkedin.com/in/ron-albahary-cfa/)
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  CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM) 09.04.2026 32p

  Today, we go in-depth with Yie-Hsin Hung, President and CEO of State Street Investment Management, one of the world’s largest asset managers.In this episode you’ll learn:How Yie-Hsin built a strong non-linear career by making thoughtful pivots toward opportunity and skill-buildingHow she’s navigating rapidly evolving markets, AI, and shifting investor expectationsWhy great leadership today requires adaptability, continuous learning, and the confidence to evolveTimestamps:00:00 - Introduction01:24 - Yie-Hsin’s Background: Growing Up in Pittsburgh, Dance, and Engineering03:15 - How Yie-Hsin Uses an Engineering Mindset to Solve Complex Problems04:37 - How She Pivoted Into Asset Management From Engineering07:37 - How Mentors Can Make a Real Impact10:05 - Why Building Culture Has Become a Big Focus and How It Impacts Hiring14:08 - The Initiatives at State Street that Yie-Hsin is Prioritizing Right Now, Amid Rapid Technological Change24:20 - How the Next Generation is Changing Investing (U.S. and Global)27:12 - How Raising an Autistic Child Influenced the Way that Yie-Hsin Views the World28:45 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Yie-Hsin and State Street Investment Management (https://www.statestreet.com/us/en/about/our-people/leadership/yie-hsin-hung)Connect with Yie-Hsin on LinkedIn (https://www.linkedin.com/in/yiehsinhung/)
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  How a CEO Defines Work Ethic | Doug Scott (Ethic) 02.04.2026 5p

  Doug Scott is the co-founder and CEO of Ethic and the host of Work Ethic. In this special bonus episode, Doug trades places to answer the same rapid-fire questions he asks every guest.Timestamps:00:00 - Introduction01:04 - What Does Work Ethic Mean to You?02:52 - What Do People Get Wrong About Work Ethic?03:50 - What Advice Do You Have for Aspiring Leaders in Wealth Management? —Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Connect with Doug on LinkedIn (https://www.linkedin.com/in/dwascott/)
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  The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock) 26.03.2026 33p

  Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entrepreneur and investor — experience that now shapes his approach.In this episode you’ll learn:How Greg and his team built Caprock from the ground up, bootstrapping without outside capital and taking seven years to reach their first $1BHow the lessons he previously learned from tech entrepreneurship helped him think about serving ultra–high-net-worth familiesHow a CEO thinks about recruiting, techstacks, A.I., and the dealing with pace of changeTimestamps: 00:00 - Introduction01:14 - Fun special skills and playing in a cover band03:13 - Greg’s early days as a tech entrepreneur—the lessons he learned and how being “unhirable” led to entrepreneurship05:10 - Moving into the wealth space and starting Caprock08:02 - The early years of Caprock—bootstrapping to the first $1B16:05 - What Greg looks for when recruiting talent19:04 - Leadership philosophies and why there are nights he does dishes at his own firm20:53 - Changes and innovations in the wealth space that Greg is paying attention to28:45 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Greg and Caprock (https://caprock.com/about/our-team/gregory-brown/)Connect with Greg on LinkedIn (https://www.linkedin.com/in/gregorybrown/)
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  The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth) 19.03.2026 36p

  Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell.In this episode you’ll learn:The importance of avoiding shortcuts and when to say no to your bossHow Jon thinks about recruiting talent and betting on peopleThe key lessons he took from a long career in wealth and applied when starting his own firmTimestamps: 00:00 - Introduction01:16 - How playing squash led to Jon’s first job04:40 - What he tells kids who are sent to talk with him about a career on Wall Street 05:53 - Why it’s important to avoid shortcuts and when to say no to your boss08:00 - Leaving Wall Street and starting his first advisory business + the one rule he knew he needed to follow10:15 - What Jon thinks about when recruiting and accumulating talent15:17 - Key lessons learned through his journey from starting his first business to Angeles Wealth today26:17 - Why Jon thinks betting on people is important28:19 - How his own family legacy impacts Jon’s view of the world, and how he applies that to clients28:45 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Jon and Angeles Wealth (https://www.angelesinvestments.com/our-team-private-wealth/jonathan-r-fosterConnect with Jon on LinkedIn (https://www.linkedin.com/in/jonathanrfoster)
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  Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank 12.03.2026 31p

  Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank.In this episode you’ll learn:How Kelly expanded the legacy of City National Bank as a trusted partner to the entertainment, sports, and creative industriesWhat she looks for when she’s hiring new talentHow Kelly thinks about legacy, A.I, and technology when building a new firm from scratchTimestamps: 00:00 - Introduction01:28 - Fun special skills, including one that Kelly and Doug share04:33 - Kelly’s journey into wealth management, from studying international affairs to doing M&A in Latin America06:46 - Working for J.P. Morgan – from being only one of two women in Argentina to running J.P Morgan's U.S. Private Bank13:14 - Becoming the CEO of City National Bank and strategies around serving the entertainment world16:25 - Launching Verita Strategic Wealth Partners and how to think about legacy from the beginning19:00 - How she thinks about hiring, culture, and leadership23:02 - Considering A.I. and technology when building a new firm from scratch28:10 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Kelly and Verita (https://www.veritawealth.com/#kelly)Connect with Kelly on LinkedIn (https://www.linkedin.com/in/kelly-coffey/)
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  Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset 05.03.2026 38p

  Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.In this episode you’ll learn:How Adam’s journey as a founder and entrepreneur informs his work with other founders todayThe mindset shifts that can determine founder successWhat arm wrestling and wealth management have in commonTimestamps: 00:00 - Introduction01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch09:12 - How Adam defines critical thinking13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company22:23 - How Adam’s experience starting a company helps him work with founders24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset28:46 - AI and wealth-tech innovations31:53 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders)Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)
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  Introducing: Work Ethic hosted by Doug Scott 19.02.2026 2p

  Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.In just under a decade, the industry has doubled in size to be worth more than $145 Trillion, all while a Great Wealth Transfer looms and new technology promises to disrupt the traditional landscape. Even established leaders have been forced to pivot and evolve, and for the first time, they’re publicly sharing those strategies.Join host and Ethic CEO and Co-founder Doug Scott for an inside look at what it truly takes to build and lead in today’s wealth management industry.New episodes every Thursday. Subscribe to make sure you never miss an episode. Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work