The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space.
Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.
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The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space.
Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.
Building A Multi-Gen RIA To Last With JC Abusaid (Ep. 2)
Advisor Confidential Sponsored By Baillie Gifford
40 minutes 24 seconds
1 month ago
Building A Multi-Gen RIA To Last With JC Abusaid (Ep. 2)
The advisory business is set to look dramatically different by 2035. This episode of Advisor Confidential features JC Abusaid who explores the technological and generational shifts reshaping the industry—and what Halbert Hargrove is doing now to thrive in a future defined by rising demand for financial advice.Key Takeaways:* How Halbert Hargrove navigated succession to become a multigenerational firm* Leveraging your firm’s unique culture to align strategy, values, and people for long term growth* Adapting to the evolving future of tech and AIAbout our Guest: JC Abusaid, CEO of Halbert HargroveAs CEO and President of Halbert Hargrove, JC is guiding the firm confidently into the future. Execution and operational excellence are his bywords. He formally took the helm as CEO in December 2021. For many years, working alongside Chairman and HH founder Russ Hill, JC has had the privilege to be involved in most facets of the firm and has enjoyed being part of HH’s growth and success.He joined HH as Operations Manager in 1996 and was named President and Chief Operating Officer in 2010. JC enjoys the dynamic nature of his role: “I like solving big challenges,” he said in a recent interview.JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administración in Bogotá, Colombia, and his MBA from the University of Redlands School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.In 2016, JC was part of Stanford University’s pioneer cohort in earning a LEAD Certificate in Corporate Innovation from Stanford Graduate School of Business. In 2021, he was again part of an inaugural class, this time taking part in BlackRock’s first Emerging Leader Lab.About Our Host:Tracey Longo Washington Editor at Financial Advisor MagazineLongo is Financial Advisor Magazine’s Washington Editor. She is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance Magazine and the Washington Post. Longo is the author of three books, including Cliffnotes: Investing for the First Time and has taught journalism and media relations at American University’s School of Communication, Washington, DC.Connect with JC Abusaid: https://www.linkedin.com/in/jc-abusaid-a66a41/ (https://www.linkedin.com/in/jc-abusaid-a66a41/)Connect with Tracey Longo:https://www.linkedin.com/in/tracey-longo-651a4727a/ (https://www.linkedin.com/in/tracey-longo-651a4727a/)Connect with Financial Advisor Magazine:LinkedIn: Financial Advisor Magazine (https://www.linkedin.com/groups/2220033/profile/)
Advisor Confidential Sponsored By Baillie Gifford
The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space.
Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.
