In this episode of Zephyr’s Adjusted for Risk Podcast, recorded on location at the Wealth Management Edge Conference in Boca Raton, host Ryan Nauman welcomes Jim Gold, CEO of Steward Partners. They discuss the evolution of wealth management, the rising trend of independence among financial advisors, and the crucial role of technology and private equity in shaping the future of the industry. Jim also shares his insights on building a sustainable financial advisory practice, embracing a collaborative leadership philosophy, and the importance of aligning with cutting-edge technology in wealth management. Tune in for valuable insights and more!

00:00 Introduction and Welcome
00:53 Guest Introduction: Jim Gold
01:11 Jim Gold’s Career Journey
01:59 Discussion Preview
02:23 Steward Partners’ Approach to Wealth Management
04:00 The Evolution of Financial Advisory
09:10 Private Equity in Wealth Management
13:19 Building a Sustainable Practice
15:51 Challenges and Future of Financial Advisory
17:17 Conclusion and Farewell

Learn more on how Zephyr can help financial advisors build sustainable workflows here.
Learn more about Steward Partners here.