Developing the Future Leaders of Wealth Management with Tim Williams

In this episode, Jack talks with Tim Williams, Executive Vice President of Education Initiatives at the Money Management Institute (MMI). Tim is a seasoned business strategist with a proven track record in steering cross-functional teams to deliver innovative solutions. With more than three decades of experience in wealth and asset management, he brings deep expertise in business strategy, innovation, change management, and professional development.

Jack and Tim discuss MMI’s professional development programs, highlighting initiatives designed to sharpen leadership skills and open doors for career advancement within the industry. Tim also shares his insights on cultivating a growth mindset, the importance of continuous learning, and the value of building a strong network of industry experts.

In this episode:

• [01:30] - Tim's career path in asset and wealth management
• [06:09] - How Tim transitioned into the development side of wealth management
• [07:41] - Tim's current projects at MMI
• [10:42] - MMI's mentorship program
• [14:30] - MMI's upcoming development program
• [17:13] - How Tim turns innovative ideas into practical, actionable strategies
• [21:47] - Tim’s perspective on leadership within wealth management
• [27:43] - Tim's key takeaways
• [32:25] - Tim's interests outside of work

Quotes

[12:51] - “The number one lesson I’ve learned from participants is how much this program gives them awareness that they’re not in this alone.” ~ Tim Williams

[29:50] - "We are so focused on the process that we have forgotten that the best way to innovate, get organic growth, and move the ball forward is a growth mindset—meaning, fail early, fail fast, test, and learn." ~ Tim Williams

[31:57] - "We are getting a new era of leaders. We have to embrace them and support them. We can learn a lot from them." ~ Tim Williams

Links 

• Tim Williams on LinkedIn
• Money Management Institute
• Craig Pfeiffer
• Len Reinhart
• Danielle Learned
• NYU Stern
• Blackstone
• Broadridge
• Morgan Stanley
• Microsoft
• PwC
• Academy | Money Management Institute
• Executive IQ | Money Management Institute
• Leadership Pathway | Money Management Institute
• University of Virginia Darden School of Business
• Jacquelyn Reardon

Connect with our hosts

• LifeYield
• Jack Sharry on LinkedIn
• Jack Sharry on Twitter

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