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8min chapter
Keith Jacoby: How to Build and Lead a Large Wealth Management Firm
Barron's Advisor
From Copiers to CEO: A Wealth Management Journey
This chapter explores the speaker's transformative journey from selling copiers to overseeing a $5.7 billion wealth management firm. It emphasizes the importance of growth mindset, team development, and a systematic approach to transitioning client relationships within an ensemble model. The conversation highlights strategies for ensuring consistent client experiences and satisfaction during transitions, focusing on nurturing relationships as advisors evolve.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode