Today, we're going in depth with Michael Outlaw. Michael serves as the president of Rockefeller Global Family Office, guiding one of the industry's most iconic names into the future.
In this episode you’ll learn:
- Why trust is becoming the most valuable currency in wealth management, and why clients increasingly want one voice they can rely on
- How to recruit and build elite teams
- How technology and AI will change the advisor/client relationship
Timestamps:
00:00 - Introduction
01:27 - The Brutal Lesson Golf Taught Him
03:54 - What Golf Teaches You About Resilience
06:50 - From Law School to Wealth Management
10:24 - The Client He Won By Mowing His Lawn
14:01 - How to Recruit and Build and Elite Team
19:05 - How Great Leaders Inspire People
21:30 - Why Clients Want One Trusted Voice
25:32 - How a Company Like Rockefeller Scales
28:50 - How AI Will Change Wealth Management
31:18 - 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 Michael and Rockefeller Global Family Office (https://www.rockco.com/bios/michael-outlaw/)
Connect with Michael on LinkedIn (https://www.linkedin.com/in/michael-w-outlaw-b13666120/)
DISCLOSURES:
The information provided herein is as of the date of the interview and is for informational and educational purposes only. The views and opinions expressed represent the views and opinions of the President of Rockefeller Global Family Office and are subject to change without notice.
The information 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 Rockefeller Capital Management product or service.
Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be.