Values-Based Advising at Scale, with Glenn Spencer of Prime Capital

In an industry often dominated by spreadValues-based advising is how Glenn Spencer built Prime Capital into one of the most recognized wealth advisory firms in the country. He joins Alex Kirby for a candid conversation about what it means to lead a firm around family values, how that philosophy shapes client relationships from onboarding through intergenerational wealth transfer, and why this is the most durable business model in wealth management today.sheets, valuations, and portfolio performance, what if the most important question you could ask your client was: What do you value most in life?In this episode of Visionary Advisor, Glenn Spencer—CEO of Prime Capital—shares the five personal values that have guided his life, leadership, and legacy for over 30 years. From candid family conversations to structuring an ownership model rooted in trust and equality, Glenn offers a rare blueprint for how values can guide everything from business decisions to estate plans.This episode will help you spark deeper conversations with clients, guide generational legacies with clarity, and reframe your role as more than a financial expert—but as a trusted steward of purpose.Why This Episode Will Change the Way You Advise FamiliesHow Glenn's 30-year commitment to living his values offers a blueprint for clarity in leadership and legacyWhy most estate plans miss the mark—and how values can bring deeper meaning to generational planningWhat to ask clients to move from vague goals to values-based actionHow values influence culture, ownership, and succession decisions—and why alignment matters more than termsHow to build trust by helping clients articulate what really matters in their livesNotable Quotes from Glenn Spencer  "If I can live my life according to these five things, I’ll be a more consistent human being—and at the end of the day, that’s what people want. They want consistency."  "Purpose-driven advisors and purpose-driven organizations perform better. Period. That’s what the data says, and it’s what I’ve lived."  "When I’m in a difficult situation—whether it’s about being candid with someone or being transparent when it feels risky—I go back to my values to guide me." Send us feedbackStay Connected with Visionary Advisor We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations. Explore more at totalfamily.io | Follow us on LinkedIn |  Watch episode clips on YouTube