Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.

In this episode you’ll learn:

• How Adam’s journey as a founder and entrepreneur informs his work with other founders today
• The mindset shifts that can determine founder success
• What arm wrestling and wealth management have in common

Timestamps: 

00:00 - Introduction

01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool

03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch

09:12 - How Adam defines critical thinking

13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company

22:23 - How Adam’s experience starting a company helps him work with founders

24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset

28:46 - AI and wealth-tech innovations

31:53 - Work Ethic Rapid Fire Questions

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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 Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders)

Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)