

At the Intersection of People, Process, and Purpose w/ Will Hill & John Fenton
In this episode, Rory speaks with Will Hill, founder of Will Hill Consults, and John Fenton, CEO of John J. Fenton Executive Coaching, about their contributions to The Holistic Guide to Wealth Management and how firms can strengthen culture, manage change, and support their people. Will shares why firms need a repeatable process for change management, how to avoid shiny object syndrome, and the importance of aligning initiatives with purpose and client strategy. John highlights why culture starts with why, the role of psychological safety and trust in retaining talent, and how managers can be better supported through delegation, time management, and leadership development. Together, they explore how firms can cut through the noise, improve communication by eliminating hidden assumptions, and create environments where people feel valued and connected to something bigger than themselves. They also emphasize why investing in people at every level from staff to partners is the foundation for long-term growth and firm resilience. Want to know how to balance people, process, and purpose to build stronger and more resilient firms? Find out in this insightful conversation with Will Hill and John Fenton.