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Within the newest episode of Targeted on the Future, veteran trade chief Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he’s making certain his shoppers by no means outgrow his agency’s providing and recommendation, making a DEIB technique that works and why the way forward for recommendation is “human.”
Particularly, Mike and Suzanne talk about:
- His distinctive journey from a volunteer instructor within the Bronx, to working for a prime advisor at Morgan Stanley to CEO at an RIA
- Why going from a entrance workplace to a back-office function formed who he’s as a pacesetter
- His agency’s concentrate on providing specialised providers and particular areas of experience
- Why household workplace providers, particularly belief and property areas, are key to his development technique
- How he’s addressing mutli-generational planning with a “matching” program
- His three-pillar DEIB technique and why he’s made this a precedence
- Why a giving again mindset will entice and retain each staff members and shoppers.
Join With Suzanne Siracuse:
Join With MIKE LAMENA:
About our Visitor:
Mike LaMena is the Chief Govt Officer of Wealthspire Advisors, having joined the agency in September 2017. He has 27+ years of expertise constructing, working and main international wealth administration organizations. His dedication to service excellence and his elementary perception within the energy of the agency’s unbiased, conflict-free mannequin of monetary recommendation evokes his enthusiasm to serve shoppers and develop the enterprise. All through his time at Wealthspire, Mike has helped develop the group to over $20 billion in AUM with 22 workplaces throughout the nation and greater than 300 workers.
Previous to becoming a member of the agency, Mike spent seven years at HighTower, serving as president and chief working officer, taking part in an instrumental management function in scaling the enterprise from a start-up group to a nationally acknowledged monetary providers agency. He started his profession in monetary providers with a 14-year tenure at Morgan Stanley, the place he served as govt director of Personal Wealth Administration Operations in New York, in addition to govt director of Personal Wealth Administration for Asia in Hong Kong.
Earlier than coming into the monetary providers occupation, Mike did a 12 months of service as a volunteer highschool instructor at Mount St. Michael Academy within the Bronx, NY.
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