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09:06
Meet the RIA: Bartlett Wealth Management
Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.
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14:40
Meet the RIA: Beacon Pointe Advisors
Beacon Pointe Advisors is the largest female-led RIA in the country and has been consistently ranked one of the top RIAs in the U.S. by Barron's. CEO Shannon Eusey shares what it was like launching the firm in 2002, the allWEALTH® approach, and what’s been key to Beacon Pointe’s success over the past two decades.
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09:03
Time in the Market, More Important than Timing the Market
Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.
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11:55
Growth Is Not the Goal, It's the Outcome: Johnson Investment Counsel
Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process.
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13:45
Beacon Pointe Advisors on M&A, Culture, & Female Leadership
CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.
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11:05
Launching a Firm in the "Wolf of Wall Street" Era Was Tough, Says Female Co-Founder
Julianne F. Andrews, MBA, CFP®, AIF® of Atlanta Financial Associates shares what it was like founding a woman-owned and led financial advisory firm almost three decades ago and some of the obstacles over the years. She also discusses the importance of carving out a niche and how she developed a client base of physicians.
