The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows. In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed. Sam breaks down the reality behind this slow-moving syste...
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The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows. In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed. Sam breaks down the reality behind this slow-moving syste...
Process Determines Outcome: Teachings from a U.S. House of Representatives Parliamentarian
Mailander Podcast
2 minutes
2 years ago
Process Determines Outcome: Teachings from a U.S. House of Representatives Parliamentarian
Many CEOs believe their strategic success depends on the strength of their product, service, technology, financing, or branding. In reality, however, the most powerful asset available to the CEO in leading a company’s strategic execution is the process by which they make decisions. The process determines the outcome. A former parliamentarian in the U.S. House of Representations, who would go on later to become a parliamentarian in the U.S. Senate, introduced Mailander to the subtle but profou...
Mailander Podcast
The wealth management industry manages trillions — yet underneath the surface, it still runs on Zillow searches, handwritten notes, and decades-old workflows. In this episode, Chris Mailander talks with Sam Kendree, CEO & Co-Founder of WealthFeed, about why a $30B+ S&P 500 company like Broadridge chose to back a nine-person startup with a strategic investment, and what that says about where wealth management is really headed. Sam breaks down the reality behind this slow-moving syste...