
Deb Wetherby
Owner of Wetherby Asset Management, sharing insights on leadership, growth, and resource development.
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Jan 24, 2017 • 1h 13min
Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
Deb Wetherby, owner of Wetherby Asset Management, shares insights on leadership, growth, and resource development. Topics include tailoring client services, staffing structure, navigating career choices in finance, embracing leadership, ownership process, and defining success in a $4.5B RIA serving HNW clientele.