Joel Guth

Joel Guth, Founder and CEO of Gryphon Financial Partners, shares his journey from a wirehouse advisor to leading a $3B independent firm. He discusses how his transition opened opportunities for tailored client solutions and a more autonomous business model. Listeners will learn about the significance of building trust, the importance of prioritizing long-term value over immediate gains, and the transformative role of technology in enhancing advisory services. Guth emphasizes evolving from advisor to leader, essential for scaling a successful financial enterprise.