WealthTech on Deck

Building a Winning Culture with John Drahzal


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Leadership is more than titles and responsibilities. It involves building a winning culture—a culture that isn't just a tagline or value statement but a living, breathing system encompassing a firm's operations. It is a culture where individuals collectively achieve extraordinary results. Organizations that embrace this kind of culture promote honesty and transparency, empower employees to contribute their unique perspectives, and are united by a shared vision.

In this episode, Jack Sharry talks with John Drahzal, President and CEO at Horizon Investments. John oversees the company's growth and acquisition initiatives and all aspects of the company's operations, which includes investment management, consulting, sales and marketing, technology, finance, and legal. He joined Horizon Investments in 2017 and previously served as President. 

John and Jack discuss leadership and how a winning culture drives success. John talks about how Horizon Investment builds its culture and operating principles and the importance of the human element in wealth management.

In this episode:

  • [02:19] - How John got into financial services
  • [08:55] - John's transition to CEO
  • [10:39] - Horizon Investment operating principles
  • [17:34] - How a winning culture drives innovation
  • [19:41] - John's thoughts on the future of the industry
  • [21:25] - John's key takeaways
  • [22:09] - John's interests outside of work

  • Quotes

    [13:04] - "Leadership is about building a winning culture. It's a culture that drives success and where people will work together." ~ John Drahzal

    [16:29] - "If you instill this culture of coaching and winning through culture, and the employees develop in that culture, it is amazing to see what they can do. Watching that development is amazing." ~ John Drahzall

    [20:56] - "While the firm will drive efficiencies with technology, I firmly believe that this will continue to be a people-led business and that humans need that because these are really important decisions. We're responsible for their dreams. And that requires the human element." ~ John Drahzal


    Links 

    • John Drahzal on LinkedIn
    • Horizon Investments
    • Victory Capital
    • Robbie Cannon
    • Trillion Dollar Coach
    • Danielle Learned
    • Money Management Institute

    • Connect with our hosts

      • LifeYield
      • Jack Sharry on LinkedIn
      • Jack Sharry on Twitter

      • Subscribe and stay in touch

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        • Spotify
        • LinkedIn
        • Twitter
        • Facebook
        • ...more
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          WealthTech on DeckBy LifeYield

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