5min chapter

Barron's Advisor cover image

Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Barron's Advisor

CHAPTER

Building a Culture Around Core Values

This chapter highlights the role of core values in shaping organizational decisions, particularly in hiring and operations. It underscores the importance of humility, hunger, and intelligence, while detailing the commitment to a caring culture that fosters growth and strong client relationships.

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