The OKR Podcast Speed Wins Races
5 snips
Dec 16, 2025 Lou Maiuri, CEO of AssetMark and a seasoned entrepreneur, shares insights on leadership and the importance of setting ambitious goals. He emphasizes the CEO's role as a pace setter in a fast-paced environment. Lou discusses leveraging OKRs to enhance team alignment and drive transparency, while also highlighting how AI is reshaping operations and advisor support. He offers practical examples of AI applications that boost productivity and personalization, all while advocating for continuous learning and adaptation in the business landscape.
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Personalization And Service As The Moat
- AssetMark supports 11,000 advisors and ~$160B in assets with a people-first culture and high NPS.
- Lou emphasizes personalization and service quality as the company's competitive moat.
OKRs From Reading To Enterprise Rollout
- Lou read Measure What Matters and used OKRs to align large, siloed organizations at State Street.
- He introduced OKRs to tens of thousands to surface horizontal work and connect people to business objectives.
Review Frequently To Catch Issues Early
- Use team-based OKRs to expose resource gaps and recalibrate quickly when objectives are too aggressive.
- Review OKRs frequently to catch issues early and avoid losing an entire quarter.