Episode 214 – Building the Firm of Today and the Future with Jim Gold
May 29, 202411m 49s
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Show Notes
Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.
In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services.
Also discussed:
- Steward Partners’ rapid expansion, including the need for scale and the importance of legacy preservation.
- The firm’s equity story, where every employee is an owner with the same equity, creating a culture of alignment and happiness.
- The firm’s past milestones, including survival during early days, financial accolades, and great culture, with a focus on evolution and listening to people.
- The importance of transparency, talent, and resources in making the right decisions.
- The evolution of the advisor role and the importance of technology in providing accessible, trusted advice.
- Jim Gold provides leadership advice, emphasizing honesty, integrity, and compliance.
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