Client loyalty in wealth management is not something that can be promised or marketed into existence. According to Justin Nelson, Managing Director at J.P. Morgan Private Bank in Connecticut, it is earned through daily decisions to act with integrity. After nearly 30 years in the industry, JP Morgan's Justin Nelson has a clear-eyed view of what separates advisors who retain clients for decades from those who do not.The answer, he says, is...
Most origin stories in the podcast industry involve someone buying a microphone and figuring things out as they go. Greg Soros's story runs in the opposite direction. By the time he launched Podcraft Media Lab, the Greg Soros podcaster had spent a decade inside major audio operations, earning a certificate from Berklee College of Music and working his way up from intern to senior producer at prominent media companies.That foundation matters....
When Michael Polk joined Implus LLC as CEO in 2020, he brought with him a career's worth of experience running large, complex organizations. His prior roles at Procter & Gamble, Unilever, Kraft Foods, and Newell Brands had shaped him into a polished executive who understood how to operate at scale. What he discovered at Implus, however, was something different: a chance to lead with his hands firmly on the wheel.Closer to the WorkIn his...
The drive from East Bayside to the job site in Cape Elizabeth takes about 25 minutes, longer if the Route 1 bridge backs up. Yehuda Gittelson leaves before 7 a.m. most mornings, thermos wedged between the seats of his Subaru, radio off. He uses the quiet time to think through the day's install before he arrives: roof pitch, panel count, inverter placement, and where the conduit will need to run through the attic. By the time he pulls into a...
For John Engel, the chief operating officer of Gulf Coast Western, the best partnerships start with honesty not optimism. Engel, who spent years in finance before joining the Dallas exploration firm, says the company's practice of leading with risk disclosure rather than promises is what initially set Gulf Coast Western apart for him personally.A Podcast Conversation That Explains the ModelIn a recent episode of the "Wealthability for CPAs"...