Laurie Stack, Host of Talent Stack, speaks with Jack Hannah, President & Chief Operating Officer of GeoWealth, about developing people and building scalable advisory practices in this episode of the Talent Stack podcast from Wealth Solutions Report. Jack discusses how firms can support employees’ careers while helping advisors serve clients more efficiently.
Jack draws on GeoWealth’s experience hiring former athletes to explain the value of teamwork and coachability. Employees who accept feedback and learn from colleagues can develop into leaders themselves. He also emphasizes that culture requires tangible support for employees, including fair compensation, work-life balance and opportunities to advance.
For advisory firms, Jack argues that strong client relationships can coexist with a scalable practice. Choosing clients whose needs fit the firm’s capabilities can help avoid excessive customization. He also cautions against chasing investment trends, emphasizing consistent investing and the advisor’s role in keeping clients focused on their plans.
As President & COO, Jack oversees the Operations, Service, and both Digital and Investment Product divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. With over 15 years in the financial services industry, Jack draws from a wide range of experiences in his role at GeoWealth.
The information provided in this podcast is intended for general information and educational purposes only. We do not guarantee the accuracy of the information presented and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. GeoWealth has not been compensated for this podcast. This is not an endorsement or testimonial of any product or service.