Work Ethic

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Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.

  1. 33 min. geleden

    Why People Will Stay at the Center of Wealth | Jennifer Grancio (TCW)

    Today we're going in depth with Jennifer Grancio. Jennifer is the global head of distribution at TCW. Previously, she served as the CEO of Engine No. 1 and is a founding member of BlackRock's iShares business. Jennifer serves on the board of Ethic. In this episode you’ll learn: What it takes to build, scale, and reinvent successful businesses in a rapidly changing industry, drawing on Jennifer’s experience at iShares, Engine No. 1, and TCWLessons on identifying market opportunities, navigating uncertainty, hiring the right talent, and building cultures that drive innovationHow AI, ETFs, and evolving client expectations are reshaping the industryTimestamps: 00:00 - Introduction 01:45 - How Do You Get ROI on Having Gone to a Private University? 04:54 - How iShares Helped Transform Investing 06:35 - Why Great Products Aren't Enough to Build a Business 08:34 - How the Fee-Based Model Fueled ETF Growth 10:26 - Lessons from Scaling an Investment Business Globally 13:57 - Why Jennifer Left to Build Engine No. 1 17:36 - How to Hire the Right People at Every Stage 20:45 - Building a Business Through Market Downturns 22:11 - Jennifer's Leadership Philosophy 23:27 - How TCW Is Evolving Its Investment Business 25:27 - How AI Will Transform Asset Distribution 28:32 - What's Next for ETFs? 29:37 - The Future of Wealth Management and Personalization 31:20 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Jennifer and TCW (https://www.tcw.com/about/people/jennifer-grancio) Connect with Jennifer on LinkedIn (https://www.linkedin.com/in/jennifer-grancio/)

    Why People Will Stay at the Center of Wealth | Jennifer Grancio (TCW)

  2. 6 dgn geleden

    Why Great Advisors Want to Own What They Build | Ed Swenson (RFG Advisory)

    Today we're going in depth with Ed Swenson. Ed has spent over 25 years helping shape the wealth management industry. Today, he serves as president of RFG Advisory, an RIA platform designed to help independent advisors launch and scale their businesses. Previously, he co-founded and served as COO of Dynasty Financial Partners. In this episode you’ll learn: Why more advisors are choosing to build their own businesses and how technology is accelerating that shift.Why great leaders hire for curiosity, rather than for skills alone.Which advisors will thrive in the age of AI. Timestamps: 00:00 - Introduction 01:32 - From the US Embassy in Guatemala to Wall Street 05:17 - The Biggest Mistake Investors Make 08:09 - Building Dynasty Financial Partners 11:17 - The Reality of Starting a Business From Zero 13:16 - Why Financial Advisors Are Going Independent 16:30 - What Makes a Successful Independent Advisor? 18:23 - Why Hiring for Curiosity Beats Hiring for Skills 20:42 - The Power of Servant Leadership 23:48 - The Future of Independent Wealth Management 25:28 - How AI Will Transform Financial Advisory Firms 27:31 - Will AI Change the Economics of Wealth Management? 29:48 - Why AI Can't Replace Great Financial Advisors 30:55 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Ed and RFG Advisory (https://rfgadvisory.com/meet-our-team/) Connect with Ed on LinkedIn (https://www.linkedin.com/in/edswenson/)

    Why Great Advisors Want to Own What They Build | Ed Swenson (RFG Advisory)

  3. 28 okt

    Why Investment Expertise Alone Isn't Enough Anymore | Rafia Hasan (Perigon Wealth)

    Today, we're going in depth with Rafia Hasan. Rafia is the Chief Investment Officer and Chief Operating Officer of Perigon Wealth Management, an advisory firm with over $12 billion in assets under management. In this episode you’ll learn: Why investments alone are no longer enough: How AI, rising client expectations, and the growing importance of scale are reshaping the future of wealth managementHow to build a winning investment team and why communication can matter more than technical expertiseThe secret to becoming a leader who fosters innovation Timestamps: 00:00 - Introduction 01:18 - Lessons from Growing up Between the U.S. and Pakistan 03:12 - Why She Chose Wealth Management 05:40 - What Clients Really Want From Financial Advisors 07:11 - Why Communication Beats Technical Expertise 09:05 - How AI Could Transform Wealth Management 12:28 - The Future of Wealth: Why Scale Matters 14:15 - Private Markets and the Rise of Alternative Investments 16:36 - Why Wealth Firms Can't Build Everything In-House 19:40 - How to Foster Innovation in Investment Teams 22:10 - The Transition From Player to Coach 24:40 - The Biggest Mistake New Leaders Make 25:30 - Building a Culture of Curiosity and Innovation 27:25 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Rafia and Perigon Wealth Management (https://www.perigonwealth.com/about/team/rafia-hasan/) Connect with Rafia on LinkedIn (https://www.linkedin.com/in/rafia-hasan-cfa-cfp/)

    Why Investment Expertise Alone Isn't Enough Anymore | Rafia Hasan (Perigon Wealth)

  4. 21 okt

    The Optimist Who Invests Like a Skeptic | Noelle Laing (Builders Vision)

    Today, we're going in depth with Noelle Laing. Noelle is the Chief Investment Officer of Builders Vision, the investment and philanthropy platform founded by Lukas Walton that accelerates solutions across energy, oceans, food, and agriculture. Noelle oversees all of Builders Vision's portfolios across both philanthropic and market-rate investment teams.  In this episode you'll learn: How a CIO builds a portfolio across market-rate, catalytic, and philanthropic capitalWhy Noelle approaches every investment as a skeptic - even as a glass-half-full optimistWhat catalyzing markets means and how Builders Vision invests where others haven't yetWhy mission investing is, in her words, just investing, and the returns myth she keeps debunkingWhat she looks for when hiring investors Timestamps: 00:00 - Introduction 01:16 - From Small-Town Roots to Investment Management 06:20 - Finding Purpose Through Investing 09:22 - What Makes a Great Investor? 11:35 - Why you Should Hire for Curiosity 13:09 - Building a Collaborative Investment Team 17:37 - Investing to Transform Entire Systems 20:00 - How Catalytic Capital Builds New Markets 21:21 - How Impact Investing Has Evolved 23:23 - Impact Investing, Returns and the Myth of Sacrifice 25:07 - The Next Generation of Investors 26:26 - Finding Opportunity in Difficult Markets 28:30 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Noelle and Builders Vision (​​https://www.buildersvision.com/who-we-are/noelle-laing/) Connect with Noelle on LinkedIn (https://www.linkedin.com/in/noelle-laing-cfa-5b92621/)

    The Optimist Who Invests Like a Skeptic | Noelle Laing (Builders Vision)

  5. 14 okt

    How to Build Success That Compounds | David Wolf (Sequoia Financial Group)

    Today, we're going in depth with David Wolf. David is the CEO of BSW Wealth Partners, a $2 billion multifamily office and wealth advisory firm based in Colorado. BSW is now part of Sequoia Financial Group, a $35 billion wealth management firm with over 30 offices nationwide. In this episode you’ll learn: Why small, consistent wins can compound into extraordinary long-term results in investing, business, and your careerHow to decide whether to build, buy, or partner as a firm growsWhy wealth managers should think beyond portfolio returns and focus on a client’s return on life. Timestamps: 00:00 - Introduction 01:51 - Lessons from Japan, Iowa Roots, and Mountaineering 05:16 - Learning Entrepreneurship Through Venture Capital 07:22 - “I Love Your Company. I Don’t Like Your Margins.” 09:42 - From Tech Entrepreneur to Wealth Management 12:22 - Be Interested, Not Interesting 15:13 - What Is Wealth Actually For? 17:04 - Building a Culture Around Shared Values 19:32 - The Problems Wealth Can’t Solve 21:23 - From $125M to $2.5B: The Power of Compounding 24:39 - Build, Buy, or Partner? 26:02 - “Return on Life”: The Future of Wealth Management 29:25 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about David and Sequoia Financial Group (https://www.sequoia-financial.com/team/david-wolf/​​) Connect with David on LinkedIn (https://www.linkedin.com/in/davidcwolf1/)

    How to Build Success That Compounds | David Wolf (Sequoia Financial Group)

  6. 7 okt

    Tech Legend Mitch Kapor: From 1980s Hypergrowth to Coding Again with AI

    Today, we're going in depth with Mitch Kapor. Mitch was the founder and CEO of Lotus Development Corporation, a company that shaped the personal computing revolution, including with Lotus 1-2-3. Mitch was named to Forbes' 2026 list as one of America's 250 greatest innovators. Along with his wife, Freada, he has spent decades investing in the next generation of innovators and entrepreneurs with Kapor Capital. In this episode you’ll learn: What hypergrowth taught Mitch Kapor about leadershipHow to approach the next technology revolution and why leaders need to get hands-on with AI to truly understand its opportunities and risksWhy the best founders aren’t necessarily the ones with the best resumesWhy early stage investing is ultimately a bet on people, not plansWhy Mitch is back coding at 75-years-old Timestamps: 00:00 - Introduction 01:48 - From Stand-Up Comedy to Tech Pioneer 05:13 - The Apple II That Changed Everything 07:49 - Seeing the Future of Personal Computing 09:43 - Building Lotus Into a Hypergrowth Company 12:34 - Taking Lotus Public at 32 14:29 - The Leadership Mistakes That Shaped Him 16:45 - Jumping Ship 17:16 - Building a Company Culture That Lasts 19:00 - From Entrepreneur to Investor 21:49 - Investing With Your Values 25:56 - What Mitch Kapor Looks for in Founders 28:46 - At Seed Stage, You’re Betting on People 30:12 - AI and the Next Technology Revolution 31:48 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Mitch and Kapor Capital, and the Kapor Center (https://www.kaporcapital.com/who-we-are/) Connect with Mitch on LinkedIn (https://www.linkedin.com/in/mitchkapor/) Disclosure: No compensation is exchanged in either direction for a guest's appearance. Kapor Capital is an investor in Ethic.

    Tech Legend Mitch Kapor: From 1980s Hypergrowth to Coding Again with AI

  7. 30 sep

    Investing for the Next 40 Years | Jim Dunn (Verger Capital)

    Today, we're going in depth with Jim Dunn. Jim is the CEO and co-founder of Verger Capital, an OCIO focused on serving endowments and foundations. In this episode you’ll learn: Why endowments require a different investment mindset.Why overcoming failure can be one of the most valuable qualifications in a candidate.The benefits of building a high-touch business and how trust compounds over time.How your personal history shapes your professional purpose. Timestamps: 00:00 - Introduction 01:00 - What Sports Taught Him About Leadership 02:24 - Growing Up Working Class With No Roadmap 03:39 - The Moment He Stopped Coasting 05:35 - Finding His Way Into Institutional Investing 07:35 - The Endowment Mindset: Investing for the Next 40 Years 09:23 - Why He Looks For People Who Have Failed 11:26 - Creating a Culture Where People Can Take Risks 13:04 - Investing with a Mission, Not Just a Portfolio 16:13 - The Early Mistakes of Building a Business 21:02 - A CEO’s Job: Clear the Decks for Your Team 22:02 - Choosing Alpha over AUM 23:00 - The Future of Non-profit Investing 26:04 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Jim and Verger (​​https://vergercapital.com/team/jim-dunn/) Connect with Jim on LinkedIn (https://www.linkedin.com/in/jim-dunn-9070731/) The information presented should not be construed as investment advice or a recommendation to purchase, sell or hold any security. The information does not constitute an offer to sell any product or service offered by Verger Capital.  Information presented in this episode is not intended to be an endorsement of Verger Capital or its investment management services.

    Investing for the Next 40 Years | Jim Dunn (Verger Capital)

  8. 24 sep

    The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)

    Today, we're going in depth with Ian Fuller. Ian is the co-founder and CEO of Westfuller, an independent wealth management firm that manages and advises on over $3 billion for institutions and families that are seeking to align their capital with their mission.  In this episode you’ll learn: How to build a mission-aligned wealth management firm.The secret to great partnerships.How to attract and retain exceptional talent when you don’t yet have an established brand.What it really takes to build a company from zero, including the years of uncertainty that comes before an “overnight success.” Timestamps: 00:00 - Introduction 01:05 - From Art History to Finance 03:42 - Why Ian Walked Away from Goldman Sachs 06:44 - From Merrill Lynch to Founding Westfuller 09:47 - The First Iteration Blew Up 11:49 - How Do You Hire Great Talent Without a Big Brand? 14:26 - Can a Company Actually Live Its Values? 16:47 - The Evolution of Impact Investing 19:08 - Investing for Families vs. Institutions 23:08 - Why Most Partnerships Fail 24:43 - The Secret to a Great Partnership 26:20 - Finding an Underserved Market 32:55 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Ian and Westfuller (​​https://westfulleradvisors.com/team/) Connect with Ian on LinkedIn (https://www.linkedin.com/in/ian-s-fuller/)

    The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)
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Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.

Informatie

  • Maker
    Ethic
  • Jaren actief
    2026
  • Afleveringen
    27
  • Beoordeling
    Veilig
  • Copyright
    © 2026 Ethic Inc.
  • Website van aflevering
    Work Ethic

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