Barron's Advisor Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun
Feb 4, 2025
Jim Gold, CEO and founding partner of Steward Partners, shares his journey in building a $40 billion RIA firm. He discusses the balance of being firm yet fun as a leader, emphasizing humility and openness to feedback. Jim highlights the importance of a collaborative culture fostered by equity ownership, transforming the advisory landscape through mentorship and deep client relationships. He reflects on the relentless execution required in leadership and expresses gratitude for opportunities in the financial industry, promoting integrity and positive impact.
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Leadership Influences
- Jim Gold learned leadership from observing both good and bad examples in his career.
- His style is a combination of his personality and these observations.
Bad Leadership
- Avoid arrogance; be open to feedback and willing to reconsider decisions.
- Prioritize your team's needs, and remember that they rely on your responsiveness.
Leadership Style
- Jim Gold's leadership style is fun, fair, and firm.
- He believes in not taking oneself too seriously, being fair and flexible, but firm in decisions.