Keith Jacoby

CEO and partner at Clarity Wealth, a multi-billion dollar wealth management firm based in Naples, Florida. Shares expertise in leadership, talent management, and firm growth strategies.

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Nov 5, 2024 • 49min

Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Keith Jacoby, CEO of Clarity Wealth, shares insights from his three-decade journey in financial services. He discusses transitioning from selling copiers to leading a billion-dollar firm, stressing the importance of a growth mindset and client relationships. Jacoby emphasizes efficiency through team dynamics and unique talent utilization. He also highlights how core values shape organizational culture and guides hiring decisions. Lastly, he offers strategies to navigate challenges and enhance productivity for financial advisors.

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