Overview

Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

This marks a first for our podcast series.

Our content focus has traditionally been on the wealth management industry in the US. However, in this episode, we’re heading across our northern border to gain a first-hand view of building a wealth management business in Canada.

For perspective, Statista reported that in 2024, assets under management by Canada’s wealth management firms exceeded a staggering 1.95 trillion US dollars. That’s nearly equal to the country’s annual GDP of 2.1 trillion US dollars.

To learn more about the industry, the similarities to the US, and the differences, we asked the Founder and CEO of one of the most successful independent Canadian firms, $35B+ Wellington-Altus Private Wealth, to join us.

Shaun Hauser built a career as an investment advisor in Winnipeg before founding Wellington-Altus in 2017. With a knack for focusing on the long term, he was ultimately motivated to launch the independent firm and later take on a private equity partner.

In this episode with Louis Diamond, Shaun does a deep dive into his firm and the Canadian wealth management space, including:

It’s a conversation that offers a fresh perspective on how our northern neighbors view the wealth management industry, with valuable takeaways for advisors and business owners alike.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

The 2025 Annual Report on Transitions and Deals for Financial Advisors – 2024 Activity Data

Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update

Finding the Shortest Path to Excellence Can Be a Game Changer for Advisors

Shaun Hauser

A successful Investment Advisor in Winnipeg, Shaun has worked in the field since 1998. He has extensive experience in the management and organization of departments and companies in the wealth management industry.

Shaun also worked for Wellington West, where he managed operations and sales for the asset management subsidiary. Recently, Shaun served on the executive committee of NBF Wealth Management, where he was VP of Advisor Strategy and Support.

Overview

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Realizing that you, the advisor, are responsible for every aspect of your business often marks a turning point in many careers.

Ultimately, you’re the one who drives the bus and makes the decisions—such as how clients are served, when to hire staff, and what products and services to offer.

That is, unless you are limited to what the firm or model dictates—then the biggest decision you need to make is whether the firm you work for allows you to build and grow your business without limitation.

For Glenn Israel, the reality that “the buck stops here” motivated him to leave the practice he built at Edward Jones and make the leap to independence.

Glenn’s career is much like other breakaway advisors: He began his journey at Merrill and later moved on to Edward Jones, where he built the business to $215mm.

It was 13 years in at Edward Jones that Glenn decided it was time to make a change—and that the buck didn’t just stop with him, it started with him.

So he made the leap to independence in July of 2022, launching GFI Wealth Partners under the Raymond James umbrella.

In this episode, Glenn talks about his journey with Jason Diamond, including:

It’s an equally relatable story for advisors considering change and independent business owners.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Diamond Consultants Advisor Transition Report 2024 – Focus on Edward Jones

Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved

Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision

Glenn Israel, CFP®

With more than twenty years of experience in financial planning and investment management, Glenn Israel has the accumulated knowledge and perspective to help you with your financial goals. Glenn understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Glenn will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Glenn endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Glenn designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and once you are comfortable with your new plan, Glenn puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Glenn began his career in financial services in 2002 and previously spent thirteen years with Edward Jones. Today, Glenn provides comprehensive planning with retirement, college education, insurance, income distribution needs, and estate planning in mind through Raymond James.

A native of the San Francisco Bay Area, Glenn currently resides in Munster, IN. Away from the office, Glenn enjoys spending quality time with his children Jack, William, and Josephine, laughing with his friends, playing all types of racket sports, and allocating some time to be present in nature.

Overview

The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Few individuals in the wealth management industry have a name that holds as much significance as Michael Kitces.

Many undoubtedly recognize him from his website, Kitces.com, his industry-leading Financial Advisor Success podcast, research reports, and his extensive media presence. Yet many may not realize that Michael’s advice and narratives come from deep-rooted industry experience.

Michael serves as the Head of Planning Strategy at Buckingham Wealth Partners, an independent RIA managing over $50 billion in assets. Additionally, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, and several other firms related to the industry.

Through all of this, Michael somehow finds the time to be a gracious guest, willing to share his time and knowledge with the rest of us. This is the fourth time that Michael has joined us on this show, so be sure to check out the other episodes, the links to which you’ll find on this episode’s page.

Today, we tackle a few key business topics that many advisors frequently seek guidance on. That is, growth and productivity—and how the two go hand-in-hand when building a successful wealth management business.

Michael shares actionable advice and insights from his recent Productivity Study with Mindy Diamond, including:

Michael always shares a wealth of knowledge with key takeaways for every advisor and business owner, so be sure to tune in.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Michael Kitces on How to Differentiate and Grow in a Competitive Environment

Michael E. Kitces

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy at Buckingham Wealth Partners, an independent RIA with more than $50 billion of assets under management, that provides private wealth management to consumers and turnkey asset management platform services to advisors.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning.

Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael has co-authored numerous books, including “The Annuity Advisor” with John Olsen (now in 5th edition), the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.

Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an “Influencer,” a “Mover & Shaker,” part of the “Power 20,” and a “Rising Star in Wealth Management” by industry publications. These awards were presented to honor Michael’s active work in the financial planning community, including numerous other boards and committees for the Financial Planning Association, the Investments and Wealth Institute, and the Society of Financial Services Professionals, at both the local and National levels. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

Overview

Steven Jarvis, the founder and CEO of  Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Certified Public Accountants (CPAs) can add incredible value to the service that financial advisors provide to their clients. Beyond basic accounting practices, they can serve as powerful partners, especially when it comes to tax planning strategies, which can lead to added growth for an advisor’s business.

In this episode, Steven Jarvis, who bills himself as “The Least Boring CPA,” explores that potential with us.

The Jarvis name may be familiar: Matthew Jarvis, Steven’s brother and business partner, who was also a guest on this show, is a popular podcast host and CFP.

In the first decade of his accounting career, Steven was on the partnership trajectory at a national firm. That’s when he realized that his work was often relegated to a single page inserted into a much larger report—and it didn’t have nearly the impact he had hoped for.

As Steven put it, “There was a disconnect between my ability to make change and my desire to do so.”

Since then, Steven has found the connection he was looking for. As the founder and CEO of Retirement Tax Services, he works with financial advisors on tax planning through a year-round tax service model that keeps the financial advisor in the driver’s seat.

What does that really mean? In this episode with Louis Diamond, Steven answers that and more, including:

Essentially, Steven covers all the bases around taxes so advisors can focus on delivering what he calls “massive value” to their clients.

Steven lives up to his title as “The Least Boring CPA” and is generous with sharing his knowledge, so be sure to tune in.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

The Competition Conundrum: Charge Less or Offer More?

MaxCeV™: How to Maximize Your Career Enterprise Value

Steven Jarvis, CPA

Steven Jarvis, CPA is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors to change the world one tax return at a time. In this role Jarvis spends his time working with real financial advisors and taxpayers to help find opportunities to not tip the IRS. Afterall, there are no patriotic awards for overpaying taxes.

With over 10 years of experience (and counting) as a CPA, Jarvis has the hands-on experience to create actionable content for his audience. He has been featured in industry publications including Advisor Perspectives and regularly produces content for financial advisors through the Retirement Tax Services website and the Retirement Tax Services Podcast. His experience covers written content, public speaking at leading industry conferences and 3 years as an adjunct professor in the graduate business school at Whitworth University.

“Steven regularly speaks on a variety of tax topics for financial planners but always keeps his focus on how attendees can take action (information only has value if it is implemented!). Some of Steven’s favorite topics to cover include:

Steven’s years of experience and time working with hundreds of financial advisors gives him the ability and expertise to speak on a variety of topics, so if there is a tax topic you don’t see on the list you’d love to hear him speak on, just ask!”

Overview

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network—and it’s big news.

Commonwealth has established a reputation as one of the most advisor-friendly independent broker-dealers in the industry. The firm is well-known for its strong culture, impressive technology, and advisor-centric focus.

On the other hand, LPL is a $1.8T organization dedicated to the legacy on which the firm is built, as CEO Rich Steinmeier recently shared in this series. That is, the advisors are LPL’s clients, and it maintains the tradition of treating advisors “like people, not accounts.”

In this episode, Louis Diamond shares insights for advisors at Commonwealth, LPL, and the broader industry, including:

It’s an important perspective for all advisors—one that offers actionable advice, especially for those who are building their businesses in the independent broker dealer world.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Your Broker Dealer Was Just Sold. What Should You Do?

The 2025 Annual Report on Transitions and Deals for Financial Advisors – 2024 Activity Data

Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company

Overview

Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Independence comes in various shapes and sizes—with different levels of freedom and control that can serve just about any desire an advisor may have in building their business.

Scott Pinkerton knew that firsthand, having joined his father’s business in the 1980s at A.G. Edwards. Wachovia’s acquisition of the firm, which soon became Wells Fargo, opened the door for Pinkerton Private Wealth to join Wells’ independent broker dealer model, Finet.

For decades, the IBD model worked well for Scott and his team, building the business to over $700mm in assets under management.

Yet there came a point when Scott wondered: “Should we coast along and just stay comfortable, or should we challenge ourselves to beat the trends and go for it?”

Then, it became clear that even though they were “independent,” they were still limited by the guardrails imposed by the IBD model. To be a true fiduciary and make untethered decisions about their business and how they served clients would mean taking the ultimate leap: launching their own independent RIA.

And so they did. In 2020, FourThought Private Wealth launched and five years later grew to manage over $1.7B in client assets.

In this episode with host Mindy Diamond, Scott talks about that journey and his transition, including:

Plus, Scott offers a detailed perspective on serving clients, their ability to provide “unique” family office services, the realities of business ownership, and much more. It’s an episode for any advisor or business owner who may be looking at their business and considering how best to optimize it for now and the future.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

You ARE Vulnerable: A Reality Check for All Wirehouse Advisors

Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment

Vulnerability & Termination – An Advisor’s Survival Guide

Scott Pinkerton

Scott is a CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® who began his career in financial planning in 1985. He also completed the Certified Investment Management Analyst® program through the Wharton School of Finance. He later became a Certified Private Wealth Advisor® through the Investments & Wealth Institute at the University of Chicago Booth School of Business. CPWA® is an advanced credential for wealth managers who work with high-net-worth families and individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Most recently, in 2023, Scott was named to the Barron’s Top 1200 Advisors and Forbes Best-In-State Wealth Advisors. Scott is a longtime philanthropist, a deacon in his church, and an avid cyclist. He and his wife of more than 30 years, Julie, have three grown daughters and four grandchildren: 2 granddaughters and 2 grandsons.

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Overview

In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Why do advisors change firms?

That simple question set us on a journey that began four years ago when we first conceived our Advisor Transition Report.

The cynical view is that advisors move primarily because they get paid highly lucrative recruiting deals—and with firms willing to pay aggressive multiples of revenue to recruit advisors, that explanation certainly holds some weight.

But what about the advisors who opted for a version of independence where transition capital is less available or even non-existent? Or the advisors who approach due diligence with complete disregard for recruiting deals, preferring to evaluate each firm on their own merits because their only focus is how to make life better for their clients?

It stands to reason that dollars alone are not a sufficient explanation for advisor movement, and certainly not to the high degree we have seen movement in recent years.

That’s why we publish our annual Advisor Transition Report: to connect the dots between the raw movement data and the answers to the overarching question of “Why?”

The goal is to arm advisors with the information they need to make an informed decision—even those who have no intention of making a move but simply want to be empowered with knowledge.

In this special Industry Update, Jason Diamond and Louis Diamond share key findings and post-publication insights, including:

It’s the annual episode that serves as a companion to the report, with key highlights and insider information.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

The 2025 Annual Report on Transitions and Deals for Financial Advisors – 2024 Activity Data

Browse other episodes in this podcast series…

Overview

A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success and retention.

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

It should come as no surprise that competition for top talent has become tougher than ever.

This means that companies must excel at attracting, hiring, and retaining team members.

So where do you start?

Studies indicate that communicating and demonstrating a clear Employer Value Proposition or EVP is one of the most important factors in attracting and retaining talent.

For example, a study by CareerArc found that 69% of candidates would decline a job offer from a company with a negative employer brand—even if they were unemployed.

A Gallup poll indicated that employees who understand and connect with their company’s mission and values are 67% more engaged.

A Gartner study found that approximately 65% of candidates reported withdrawing from a hiring process because of an unattractive EVP. Likewise, a well-defined EVP can increase new hire commitment by up to 29% and potentially reduce annual employee turnover by nearly 70%.

So, what exactly is an Employer Value Proposition and how can you create one that’s compelling as well as something your firm can live up to?

Jamie Campbell from our new Executive Search Group joins Louis Diamond in this special Industry Update to break it all down, including:

It’s an episode that offers immediate action items for firms with their sights set on enhancing their recruiting efforts and advisors looking to attract and retain new team members.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

About Our Executive Search Group

Our 7-Step-Process

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Overview

Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

LPL Financial is a classic example of a “legacy firm”—built over time on a solid and enduring foundation.

While many may view long-standing firms as immutable and resistant to change, LPL’s new CEO, Rich Steinmeier, is proving that’s a misconception.

LPL shows that enduring legacies built to last are those established on a solid foundation of the past while continuously evolving and transforming to become better and stronger for the future.

LPL was born in 1989 from the merger of two small brokerage firms, Linsco and Private Ledger, and was designed as an alternative to traditional Wall Street firms. The founders’ vision centered on helping financial professionals build competitive businesses while serving their clients’ best interests.

Yet, as Rich puts it, LPL’s foundational legacy is in how it views its advisors: They are LPL’s clients, and the tradition of treating advisors like “people, not accounts,” remains today.

Since Rich rose to the rank of CEO in October 2024, his role has been to advance LPL value propositions, such as taking care of advisors and institutions so they can take care of clients.

In this candid conversation with Louis Diamond, Rich shares a behind-the-scenes perspective of the firm, including:

It’s a rare, candid conversation with the CEO of one of the hottest wealth management firms in the industry.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity

Satisfying an Advisor’s Quest for Independence as an Employee

Succession and Liquidity: Key Considerations and Options for Founders and Next Gens

Rich Steinmeier

Before becoming CEO in 2024, Mr. Steinmeier served as LPL Financial’s Chief Growth Officer, where he led teams responsible for shaping the LPL corporate and business line strategy, recruiting new financial advisors and institutions to LPL, leading the field management of LPL employee advisors, creating and deploying capital solutions to LPL clients, and leading the marketing and communications functions.

Prior to joining LPL Financial, Mr. Steinmeier had senior leadership roles at UBS Financial and Merrill Lynch as well as working as a consultant for McKinsey & Company.  Rich earned a B.S. in economics from the Wharton School at the University of Pennsylvania and an M.B.A. from Stanford University as an Arjay Miller Scholar.

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Overview

Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Many multi-generational wealth management businesses evolve from one generation to the next, with each generation making its mark and helping to drive the firm to the next higher level.

In this case, Bernie Drucker started in the life insurance world in 1959, building a practice helping families find financial independence. Bernie’s son, Lance, joined him in 1985, integrating investment management into their services. The third generation of Druckers, Gideon, came on board in 2016 after serving as a paratrooper in the Israeli military.

Gideon learned the insurance and wealth management business from the ground up, working alongside his father and extending the legacy born two generations earlier.

Drucker Wealth thrived for over 38 years with independent broker dealer Hornor, Townsend & Kent (also known as HTK), where they were the largest advisory team for 18 straight years, managing over $700mm in assets for their clients.

But just as Lance had helped take the business to the next level when he joined his father, Gideon set his sights on creating what he calls “Drucker Wealth 3.0”.

it was with that goal in mind that the team left the IBD world to become a stand-alone independent RIA firm.

Gideon now serves as the President and CEO of Drucker Wealth Management and talks with Mindy Diamond about the firm’s evolution, as well as his own, including:

It’s an episode that offers value to those considering how to create continuity and a legacy, as well as serves as a growth blueprint for any next gen or senior advisor.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story

The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity

Wealth Management Landscape At A Glance: Focus on Independence

Gideon Drucker

Gideon Drucker, Certified Financial Planner, Accredited Investment Fiduciary and Equity Compensation Associate, is the Founder and Director of the Wealth Builder Division at Drucker Wealth, a family wealth management firm started by his grandfather Bernie Drucker in 1959. The third generation Drucker, Gideon specializes in working with young professionals looking to take a more proactive approach to their financial future.

While meeting many of his firms’ pre-retiree clients during his first year, Gideon kept hearing a common refrain: “If Only I had met you 30 years ago.” This sentiment, repeated dozens of times by new Drucker Wealth clients approaching retirement, became Gideon’s inspiration for everything to come. Gideon created the HENRY Syndrome™ suite of services as a way to educate and empower young professionals, newlyweds, and young families to make smart financial decisions for their futures.

Gideon was recently named by Forbes as a Top Next Gen Advisor and is a sought after public speaker, presenting his HENRY Syndrome ™ workshops to hundreds of companies, organizations, and nonprofits throughout New York City and beyond with a primary focus in the tech community. Gideon graduated from Lehigh University before serving as a combat paratrooper in the Israel Defense Forces.

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