March 09, 2020

Episode 9 – Client Needs Come First – with Sean Heron

7 minutes

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Business Development Officer at Glenmede, discussing:

Glenmede’s history and evolution from a single-family office to an investment company with offices all over the country

Why active management and a flexible, repeatable process are the core of their strategy

Why you should consider derivative-based strategies, and how to explain derivatives to your clients

The importance of a client-first approach

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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Glenmede| Glenmede Twitter| Discovery Data | Global Trend Events

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