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Podcast: Registered Investment Advisor Podcast
Episode: Leading a $6B Firm Through Complex Client Needs
Description:
Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape.
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In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on complex financial planning, generational wealth, and adapting to evolving client expectations. Julie also discusses how she balances client needs while leading a...