Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney

Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.  

In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The episode highlights the evolution of the financial advisory landscape and the critical importance of support and entrepreneurial freedom for advisors.

Topics discussed:

• Chris’ early career, highlighting the support for entrepreneurial advisors and contrasting it with less flexible environments at other firms.
• His decision to leave a traditional wirehouse and join Steward Partners, motivated by dissatisfaction with the corporate culture and a lack of support at his previous firm.
• Reaney explains the initial challenges and rapid growth of Steward Partners, emphasizing the freedom to run his business and the comprehensive support the firm provides.
• The importance of personal touch in client relationships, noting that despite advancements in technology and AI, clients value the human element in financial advising.
• The evolution of Steward Partners from a small, ambitious firm to a large organization, noting the continuous enhancements in support and resources available to advisors.
• Reaney outlines his future plans, including succession strategy and a long-term commitment to the firm, while also balancing personal interests and values.

 

Resources: 

Steward Partners

 

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