Episode 088: This week, Kyle Van Pelt talks with Kristen Oziemkowski, COO at The Mather Group. With a background in economics, Kristen brings deep expertise in operational strategy, M&A integration, and organizational growth. Since joining TMG, she has led the firm through 20 successful acquisitions and helped build a values-driven, process-oriented culture. 

Kyle and Kristen explore what sets TMG apart in the competitive world of wealth management. Kristen reveals how a team-based model, disciplined acquisition strategy, and robust internship pipeline have powered the firm’s consistent growth and five-year run on Barron’s Top 100 list. They also discuss the future of the industry—from data strategy and AI integration to attracting the next generation of advisors. 

In this episode:

Key Takeaways

Quotes

"Wealth management is a unique industry, and we're truly helping people. So, I don't think AI, technology, automation, and all these things becoming the forefront of every industry can replace the human touch." ~ Kristen Oziemkowski

"The biggest value-adding skill I've learned and has become increasingly important throughout my career is networking. It can open doors to opportunities, partnerships, and projects. It helps you exchange ideas and insights and can be an avenue for advice and support, career guidance, and knowledge building." ~ Kristen Oziemkowski

"There's no proxy for building meaningful relationships with people. And you have to be very intentional about going out of your way to network and get to know people." ~ Kristen Oziemkowski

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