Work Ethic

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.

25 de jun.

Unfiltered Career Advice from Top Investment Leaders

As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build successful careers like theirs? These are the leaders shaping the future of wealth so there's no one better to answer that question. In this mini-episode you’ll hear from: Yie-Hsin Hung - President and CEO at State Street Investment ManagementJonathan Foster - President and CEO at Angeles Wealth ManagementGreg Brown - Co-CEO at CaprockSteve Tenney - Founder at Grandview & CoCameron Dawson - CIO at NewEdge Wealth Matthew Weatherley-White - Partner at Sorensen Impact AdvisoryMichel Del Buono - CIO at a16z Perennial Timestamps: 00:00 - Introduction 01:16 - Educate Yourself and Embrace New Opportunities (Yie-Hsin Hung) 02:25 - Success Starts with Integrity (Jon Foster) 03:07 - Find Your Niche and Play the Long Game (Greg Brown) 04:43 - Learn from Everyone, Inside and Outside Your Industry (Steve Tenney) 05:56 - Read More than Everyone Else (Cameron Dawson) 06:33 - Challenge Conventional Wisdom (Matthew Weatherley-White) 08:01 - Stop Trying to Plan Every Step (Michel Del Buono) 09:14 - Season One Wrap-Up — We’ll be back in the Fall, when we’ll return with an exciting new lineup of world-class guests exploring the future of wealth. 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)
11 de jun.

Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver)

Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel, is about losing his son Henry to Mental Illness. In this episode you’ll learn: How to find resilience after profound lossHow optimism can be entrepreneurial traitHow to incorporate counseling and human psychology in wealth managementHow Tripp views curiosity as a philosophy of life Timestamps: 00:00 - Introduction 01:20 - Time Magazine and an Accidental Music Career 02:42 - Growing up in New Orleans and Leaving the Family Path 03:50 - From Peddling Life Insurance to Founding Free Gulliver 06:35 - The Biggest Investment You Can Make is In You 07:50 - If You Have no Fear and Anxiety, It's Not a Big Enough Jump 09:35 - Hiring Builders and Playing to Strengths 13:25 - How AI Can Transform Wealth Management 18:30 - Scaling a Business with Optimism 21:15 - How Studying Counseling Changed the Way He Works with Clients 23:55 - The Importance of Understanding Your “Location” in Life 26:00 - How Losing Two Children Taught Resilience 30:32 - Why Resilience is the Number One Secret to Success 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 http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Tripp and Free Gulliver (https://freegulliver.com/who-we-are/tripp-friedler/) Purchase Tripp’s latest book, The Tunnel (https://www.trippfriedler.com/) Connect with Tripp on LinkedIn (https://www.linkedin.com/in/tripp-friedler-61768616/)
3 de jun.

AI and the Future of Wealth

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future. In this episode you’ll hear from: Adam Katz - Partner and Head of Founder and Entrepreneur Group at CorientKelly Coffey - Co-founder of Verita Strategic Wealth PartnersGary Hirschberg - CEO of Aaron WealthRon Albahary - CIO of LNWTripp Friedler - CEO of Free Gulliver Timestamps: 00:00 - What 5 Wealth Leaders Really Think About AI 01:11 - AI is Inventing Hours (Adam Katz) 04:06 - Starting an AI-Native Wealth Firm (Kelly Coffey) 08:10 - AI for Institutional Due Diligence (Gary Hirschberg) 10:34 - Cutting the Cord on Old Tech (Ron Albahary) 14:22 - “I Was a Skeptic.” (Tripp Friedler) 17:36 - Will AI Destroy Jobs? 19:26 - The Big Takeaway — 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)
28 de mai.

Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)

Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets. In this episode you’ll learn: Why you don’t need to over-engineer your careerHow wealth is a much more complicated optimization problemWhy it’s important to broaden your aperture Timestamps: 00:00 - Introduction 01:41 - The Investor Who Fixes His Own Air Conditioner 03:20 - How Living Across Continents Shaped His Thinking 05:15 - The Renegade Quant 09:26 - Why You Don’t Need a Master Plan 10:57 - What the E&F World Taught Him About Choosing People 13:05 - The Multidisciplinary Challenge of Wealth Management 16:45 - The Mistake That Changed How He Builds Teams 19:22 - Recruiting Teams: Looking for the Player/Coach 23:45 - Inside a16z Perennial’s Investment Philosophy 28:08 - How AI Will Transform Wealth Management 30:10 - 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://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Michel and a16z Perennial (https://a16z.com/author/michel-del-buono/) Connect with Michel on LinkedIn (https://www.linkedin.com/in/mdelbuono/)
14 de mai.

Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)

Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission. In this episode you’ll learn: Why you should challenge the default playbookHow independent thinking is a competitive advantageWhy sometimes you hire for skill, and other times you hire for culture fitThat true fulfillment comes from aligning work with meaning Timestamps: 00:00 - Introduction 01:25 - From Private Chef to Finance 05:30 - Why Independent Thinking Is Rare in Finance 06:39 - Challenging the Cold-Calling Playbook 08:07 - Converting His First $10M Client 09:34 - Why He Started His Own Firm 13:44 - Hiring: Skill vs. Culture Fit 15:05 - Leadership Philosophy: Setting High Standards 18:01 - How Wealth Management is Evolving 20:30 - The Future of Impact Investing 22:36 - 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 Sorenson Impact Advisory (https://sorensonimpact.com/impact-advisory/) Connect with Matthew on LinkedIn (https://www.linkedin.com/in/matthew-weatherley-white-4ab3a84/)
7 de mai.

Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)

Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had. In this episode you’ll learn: How relentless effort and persistence can open doors that strategy alone cannot, especially when starting out without a networkHow struggles can become superpowersHow true leadership means making yourself less importantThe advice that Steve wished he had over his 30-year career Timestamps: 00:00 - Introduction 01:37 - How Steve Turned Dyslexia Into a Superpower 04:12 - The Conversation With His Father That Led Steve Into Wealth Management 07:08 - Career Beginnings—Cold Calling the White Pages and Winning Clients 10:31 - The Moment Steve Went Independent and Started His Own Firm 13:36 - The Biggest Mistakes Steve Made (So You Don’t Have To) 17:03 - What Steve Looks for When Hiring Talent 20:20 - The Family Story Behind Grandview 23:14 - Becoming the Coach He Wishes He Had Over His 30-Year Career 26:57 - Steve’s Leadership Philosophy 30:07 - 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 Steve and Grandview & Co (https://www.grandviewandco.com/) Connect with Steve on LinkedIn (https://www.linkedin.com/in/steventenney/)
30 de abr.

When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots. In this episode you’ll learn: Why simplicity wins in a complex industryWhy you shouldn’t wait too long to take the leap and go independentGreat work ethic = initiative without noiseYour brand is built on values, not marketing Timestamps: 00:00 - Introduction 01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career 02:47 - Losing a Business in 4 Months and What Early Failure Taught Him 04:44 - How Fundraising Became His Entry Into the Wealth World 06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.” 07:56 - Why He Left Goldman to Start His Own Firm 10:26 - The Story Behind “Aaron Wealth” 13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors 14:55 - Scaling to $5B (Without Breaking the Firm) 16:28 - The Hardest Part of Scaling Culture 18:36 - How AI Will Change Wealth Management 21:00 - 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 Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/) Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/
23 de abr.

Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)

Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or other media outlets. In this episode you’ll learn: Volatility is feature, not a bugThe biggest investor mistake is emotional timingHard work alone isn’t enough–you need to find the right river to swim inCuriosity = Work Ethic Timestamps: 00:00 - Introduction 01:20 - The Childhood Video Cameron Doesn’t Want You To See 02:58 - How Quitting High School to Dance Ballet Taught Cameron the Lessons Needed for Her Career Today 05:42 - Cameron’s Early Years in Finance and “Finding the Right River to Swim In” 10:58 - The Previous Bosses She Tries to Emulate Today 16:01 - To Recruit Talent, Take the Bureaucracy Out of Hiring 18:30 - Why a Flat Structure Works at Her Firm 21:57 - The Most Important Initiatives NewEdge is Prioritizing Right Now to Meet the Pace of Technological Innovation 25:34 - Why the Wealth Industry Is Far More Complex Than People Think 27:39 - How To Navigate Complex Situations and Emotions with a Steady Hand 33:02 - 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 Cameron and NewEdge (https://www.newedgewealth.com/team/cameron-dawson/ Connect with Cameron on LinkedIn (https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/)

Trailer

Introducing: Work Ethic hosted by Doug Scott

Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys. In just under a decade, the industry has doubled in size to be worth more than $145 Trillion, all while a Great Wealth Transfer looms and new technology promises to disrupt the traditional landscape. Even established leaders have been forced to pivot and evolve, and for the first time, they’re publicly sharing those strategies. Join host and Ethic CEO and Co-founder Doug Scott for an inside look at what it truly takes to build and lead in today’s wealth management industry. New episodes every Thursday. Subscribe to make sure you never miss an episode. 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

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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.

Criado por

Ethic
Anos de atividade

2026
Episódios

16
Classificação

Explícito
Copyright

© 2026 Ethic Inc.
Site do podcast

Work Ethic