Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors

The COO Roundtable

Το περιεχόμενο παρέχεται από το Coldstream Wealth Managment. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Coldstream Wealth Managment ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

9M ago 54:52

MP3•Αρχική οθόνη επεισοδίου

We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating Officer with Wealthbridge Advisors, headquartered in Lake Oswego, OR. Wealthbridge is affiliated with Ameriprise Financial, has 18 employees and manages around $760 million for clients. David has been a member of the COO Society since March of 2023. Janelle and David discuss with Matt how they both juggle dual-title responsibilities at their firms, as well as:

Their approach to finding and retaining employees
How they have both impacted culture at their organizations
Productivity tips to ensure they are getting the most important tasks accomplished each day
Career paths for Operations staff
How they have both approached the “Valley of Doom,” made famous by Echelon Partners’ Dan Seivert

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