One of wealth management’s leading voices shares his thoughts on the industry, and what advisors need to do to compete and thrive.

In this episode, our first Zoom Podcast, we explore some of the hottest topics in wealth management today with Jim Gold, Chief Executive Officer at Steward Partners Global Advisory.

Jim shares his unique perspective and experience on:

Coronavirus in Business

How has COVID-19 changed businesses? 

How should you plan and handle situations like COVID-19?

What steps can you take today to prepare and help your clients & employees.

COVID-19 worries & concerns.

Pandemic planning

How should you adapt on the go and respond to a crisis like COVID-19

How has technology shaped the way we view remote work & what does the future look like?

Innovations in the business 

What is Steward Partners doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

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WATCH THE EPISODE IN VIDEO

JIM GOLD

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. He has extensive experience in the financial services industry, having held several senior-level roles, most recently as Executive Director at Morgan Stanley. Prior to assuming his current role, Mr. Gold ran the Southern Connecticut Complex, headquartered in Greenwich CT. Mr. Gold spent 18 years with Smith Barney, beginning in 1995 as a Financial Advisor. He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager. Mr. Gold received numerous accolades from the firm during his tenure, most recently he was recognized for his accomplishments in Diversity.

Mr. Gold supports numerous charitable organizations including: The American Heart Association, St. Jude’s Children’s Hospital, The Pan Mass Challenge, The Wounded Warrior Project, Wreaths Across America, The ASPCA, and The World Wildlife Fund

Mr. Gold attended Stonehill College. He currently lives in Northport, NY with his wife Elizabeth and their children Will, Conor, Kiera and Braedon.