Episode 207: Marty Bicknell, Mariner Wealth Advisors CEO
Rounding The Bases With Joel Goldberg · Joel Goldberg
January 4, 201932m 11s
Audio is streamed directly from the publisher (api.riverside.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Mariner Wealth Advisors founded in May 2006.
Philosophy of "Client First, Employee Second, Shareholder Last."
Acquisitions are black and white and show up on a spread sheet. Cannot put culture on that spread sheet.
Want uniqueness of expertise of advisor to come through over any company process. No one right way to give advice.
Important to measure the activities over the results.
Same 3 starting company goals every year of retain clients, retain advisors and grow.
Philosophy of "Client First, Employee Second, Shareholder Last."
Acquisitions are black and white and show up on a spread sheet. Cannot put culture on that spread sheet.
Want uniqueness of expertise of advisor to come through over any company process. No one right way to give advice.
Important to measure the activities over the results.
Same 3 starting company goals every year of retain clients, retain advisors and grow.