Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)

Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)

Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission. In this episode you’ll learn: * Why you should challenge the default playbook * How independent thinking is a competitive advantage * Why sometimes you hire for skill, and other times you hire for culture fit * That true fulfillment comes from aligning work with meaning Timestamps: 00:00 - Introduction 01:25 - From Private Chef to Finance 05:30 - Why Independent Thinking Is Rare in Finance 06:39 - Challenging the Cold-Calling Playbook 08:07 - Converting His First $10M Client 09:34 - Why He Started His Own Firm 13:44 - Hiring: Skill vs. Culture Fit 15:05 - Leadership Philosophy: Setting High Standards 18:01 - How Wealth Management is Evolving 20:30 - The Future of Impact Investing 22:36 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Sorenson Impact Advisory (https://sorensonimpact.com/impact-advisory/ [https://sorensonimpact.com/impact-advisory/]) Connect with Matthew on LinkedIn (https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/ [https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/])

Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)

Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.  In this episode you’ll learn: * How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out without a network * How struggles can become superpowers * How true leadership means making yourself less important * The advice that Steve wished he had over his 30-year career Timestamps: 00:00 - Introduction 01:37 - How Steve Turned Dyslexia Into a Superpower 04:12 - The Conversation With His Father That Led Steve Into Wealth Management 07:08 - Career Beginnings—Cold Calling the White Pages and Winning Clients 10:31 - The Moment Steve Went Independent and Started His Own Firm 13:36 - The Biggest Mistakes Steve Made (So You Don’t Have To) 17:03 - What Steve Looks for When Hiring Talent 20:20 - The Family Story Behind Grandview 23:14 - Becoming the Coach He Wishes He Had Over His 30-Year Career 26:57 - Steve’s Leadership Philosophy 30:07 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Steve and Grandview & Co (https://www.grandviewandco.com/ [https://www.grandviewandco.com/]) Connect with Steve on LinkedIn (https://www.linkedin.com/in/steventenney/ [https://www.linkedin.com/in/steventenney/])

When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots. In this episode you’ll learn: * Why simplicity wins in a complex industry * Why you shouldn’t wait too long to take the leap and go independent * Great work ethic = initiative without noise * Your brand is built on values, not marketing Timestamps: 00:00 - Introduction 01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career 02:47 - Losing a Business in 4 Months and What Early Failure Taught Him 04:44 - How Fundraising Became His Entry Into the Wealth World 06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.” 07:56 - Why He Left Goldman to Start His Own Firm 10:26 - The Story Behind “Aaron Wealth” 13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors 14:55 - Scaling to $5B (Without Breaking the Firm) 16:28 - The Hardest Part of Scaling Culture 18:36 - How AI Will Change Wealth Management 21:00 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/ [https://aaronwealth.com/team/gary-hirschberg-j-d/]) Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/ [https://www.linkedin.com/in/gary-hirschberg/]

Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)

Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or other media outlets. In this episode you’ll learn: * Volatility is feature, not a bug * The biggest investor mistake is emotional timing * Hard work alone isn’t enough–you need to find the right river to swim in * Curiosity = Work Ethic Timestamps: 00:00 - Introduction 01:20 - The Childhood Video Cameron Doesn’t Want You To See 02:58 - How Quitting High School to Dance Ballet Taught Cameron the Lessons Needed for Her Career Today 05:42 - Cameron’s Early Years in Finance and “Finding the Right River to Swim In” 10:58 - The Previous Bosses She Tries to Emulate Today 16:01 - To Recruit Talent, Take the Bureaucracy Out of Hiring 18:30 - Why a Flat Structure Works at Her Firm 21:57 - The Most Important Initiatives NewEdge is Prioritizing Right Now to Meet the Pace of Technological Innovation 25:34 - Why the Wealth Industry Is Far More Complex Than People Think 27:39 - How To Navigate Complex Situations and Emotions with a Steady Hand 33:02 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Cameron and NewEdge (https://www.newedgewealth.com/team/cameron-dawson/ [https://www.newedgewealth.com/team/cameron-dawson/] Connect with Cameron on LinkedIn (https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/ [https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/])

How a Chief Investment Officer Reimagines Risk | Ron Albahary (LNW)

Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy. In this episode you’ll learn: * That great investors understand humans, not just markets * That risk is psychological, not just mathematical * How vulnerability is a leadership advantage * Why innovation = solving problems, not launching products Timestamps: 00:00 - Introduction 01:17 - Ron’s Childhood Artistic Passion 02:52 - The Lessons he Learned from Moving Between Five Countries Before the Age of Eighteen 05:52 - Ron’s Beginnings in Wealth Management, from Building Out New Concepts to his First Experience Working Directly with Clients 09:28 - The Psychological Trick that Changes How Investors See Risk 11:26 - Ron’s Leadership Philosophy and Why Vulnerability is Crucial 14:16 - The Initiatives at LNW that Ron is Prioritizing Right Now, Applying a Multi-Generational View 16:08 - How Ron Sees Impact Investing and Why He Hopes We Stop Talking About It 19:21 - How AI Can Maximize the Return on the Investment of Time 23:32 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work [http://ethic.com/work] Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic [https://www.linkedin.com/company/ethic]) Find out more about Ron and LNW (https://lnwadvisors.com/bio/ronald-g-albahary/ [https://lnwadvisors.com/bio/ronald-g-albahary/]) Connect with Ron on LinkedIn (https://www.linkedin.com/in/ron-albahary-cfa/ [https://www.linkedin.com/in/ron-albahary-cfa/])