The wealth management industry is at a massive moment of change. In just under a decade, the sector has doubled in size to more than $145 trillion, new technology is rapidly disrupting the traditional ways of working, and the generational wealth transfer is ramping up.
To thrive in this new world, leaders must adapt quickly. And we believe the most valuable lessons come from the people living it.
That is why we are thrilled to announce our new video interview series: Work Ethic.
In-depth Conversations
Hosted by Ethic CEO and Co-founder Doug Scott, Work Ethic features candid, in-depth conversations with the builders, leaders, and innovators who are actively shaping the future of wealth.
In the show, we create a conversational space that allows leaders to go deeper and talk honestly about what it really takes to build and run a company in the wealth industry. Our guests share:
- Personal Stories: The journeys that led them to where they are today.
- Leadership Lessons: Insights on scaling billion-dollar startups and future-proofing century-old firms.
- The Vulnerable Moments: Hard decisions and lessons learned in the "trenches"
World-class Leaders
The show features an incredible lineup of guests who are redefining the industry. These leaders bring decades of experience from across the financial spectrum—from the innovators scaling billion-dollar startups to the leaders future-proofing century-old firms.
By sharing the strategies behind their success, these guests offer a rare, behind-the-scenes look at what it truly takes to lead in today’s fast-changing wealth management industry.
Guests for the first season include c-suite leaders from firms such as Corient, Caprock, Verita Strategic Wealth, Aaron Wealth, Laird Norton Wetherby, Angeles Wealth, LifeWorks, NewEdge Wealth, and State Street Investment Management.
Subscribe today
Whether you are building a business, leading a team, or simply trying to navigate the future of wealth management, this show is for you.
Work Ethic is now available wherever you get your podcasts.
The first episode officially launches on March 5, 2026. Following the premiere, a new episode will be published every Thursday.
