Episode 207: Marty Bicknell, Mariner Wealth Advisors CEO ...

What this episode covers

Mariner Wealth Advisors founded in May 2006. Philosophy of "Client First, Employee Second, Shareholder Last." Acquisitions are black and white and show up on a spread sheet. Cannot put culture on that spread sheet.Want uniqueness of expertise of advisor to come through over any company process. No one right way to give advice. Important to measure the activities over the results. Same 3 starting company goals every year of retain clients, retain advisors and grow.

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Frequently Asked Questions

How long is this episode of Rounding The Bases With Joel Goldberg?

This episode is 32 minutes long.

When was this Rounding The Bases With Joel Goldberg episode published?

This episode was published on January 4, 2019.

What is this episode about?

Mariner Wealth Advisors founded in May 2006. Philosophy of "Client First, Employee Second, Shareholder Last." Acquisitions are black and white and show up on a spread sheet. Cannot put culture on that spread sheet.Want uniqueness of expertise of...

Can I download this Rounding The Bases With Joel Goldberg episode?

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