Bruce and Jeff talk to Elizabeth Hiza, chief marketing officer at Barnum Financial Group, about her implementation of the growth mindset. Elizabeth swears by its power to evolve individual relationships as well as a firm's ability to thrive, so much so that she's implemented it as a companywide practice at Barnum. But Bruce has some big questions, including whether this is a cult.
Guest Bio:
In her role as chief of staff at Barnum Financial Group, Elizabeth Hiza provides all-encompassing support to drive the continued success of the firm. A major focus of her work is driving Barnum’s commitment to be an industry leader in providing financial wellness programs to people at all stages of their lives. She led the charge to launch The Establishment Barnum, a new approach to financial education and literacy focusing on young professionals. She also plays a key leadership role in implementing Barnum’s strategic alliance with MetLife to conduct financial wellness workshops for workforces across the country, as well as provide guidance to MetLife customers regarding their group life conversion options through the Transition Solutions program.
Elizabeth also serves as Barnum’s Chief Marketing Officer, providing strategic direction to a team dedicated to supporting our advisors and building Barnum’s brand in the marketplace. She has extensive experience collaborating with Barnum’s CEO, business managers, and leadership team members to bring innovative products and programs to market and improve operating results. By leveraging relationships within Barnum and with outside business partners, Elizabeth has led many transformational initiatives and new business endeavors that have delivered impactful results.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”