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Becker Group C-Suite Reports Business of Wealth Management

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Discussions about the business of Wealth Management with Scott Becker

Discussions about the business of Wealth Management with Scott Becker
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Location:

United States

Description:

Discussions about the business of Wealth Management with Scott Becker

Language:

English


Episodes

Becker Group C-Suite Reports Business Leadership Podcast: Episode 64 – Tim Hawkins

8/30/2019
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This episode features Tim Hawkins. Tim is the Founder of Hawkins Wealth Management. Here he discusses investing, finding the right clients, finding the right staff, leadership, motivation, and more. [...]

Duration:00:16:30

Becker Group C-Suite Reports Business Leadership Podcast: Episode 60 – Rex Burgdorfer

8/5/2019
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This episode features Rex Burgdorfer. Rex is the Managing Director at Juniper Advisory. Here he talks the investment banking industry, specifically around mergers and acquisitions. They also discuss characteristics around a good investment banker, advice for people looking to become investment bankers, how he keeps himself motivated, and more. [...]

Duration:00:12:32

Becker Group Women’s Leadership 15 Minute Podcast: Episode 44 – Jen Dawson

6/10/2019
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Today we sat down with Jen Dawson, a wealth manager serving as Managing Director at Hemington Wealth Management, to talk about her work particularly in the legal field, her experience in the changing finance market, and her best practices in building client relationships that last. A former NCAA track and field athlete at the University of South Carolina, Dawson is a proven competitor and is on a personal mission to bring more financial peace of mind and joy to lawyers, a group of...

Duration:00:17:45

Becker Group Business Strategy 15 Minute Podcast: Episode 34 – Ron Diamond

4/26/2019
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This episode features the brilliant Founder and CEO of Diamond Wealth, Ron Diamond. Here he dives into the topic of Single Family Offices. He also discusses what motivates him, what success means to him, and more. [...]

Duration:00:09:43

Becker Group Business Strategy 15 Minute Podcast: Episode 30 – Dan Borstein

4/10/2019
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Dan Borstein in a few short years has singlehandedly built a 100 million dollar plus wealth management firm. Here he provides insight on the business and his approach to the business. Dan also discusses how he stays motivated and focused. He is a great professional. [...]

Duration:00:17:43

Becker Group Business Strategy 15 Minute Podcast: Episode 24 – Ben Leshem

3/26/2019
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This podcast features Benjamin Leshem. Ben is a brilliant, fascinating, and straight talking wealth manager at a top ranked national team HLM at Wells Fargo. He has great insight and is off the charts passionate about what he does. He is great to listen to and to learn from. [...]

Duration:00:18:36

Becker Group Women’s Leadership 15 Minute Podcast: Episode 13 – Shari Greco Reiches

3/14/2019
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This episode features Shari Greco Reiches. Shari is the remarkable founder of Rappaport Reiches. She talks about how she and her partners have grown their business and how they are gearing up to double its size again. She also discusses management, Motivation, inspiring her children, and more. She is Excellent to listen and learn from. [...]

Duration:00:19:54

Becker Group Business Strategy 15 Minute Podcast: Episode 17 – David Rappaport

2/5/2019
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This Becker Group podcastepisode features the founder of Rappaport Reiches Capital, David Rappaport. Here David discusses investing thougths, passive vs active investing, politics and the market, underperforming money managers, and more. [...]

Duration:00:09:52