PODCAST · business
Work Ethic
by Ethic
Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.
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When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)
Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots.In this episode you’ll learn:Why simplicity wins in a complex industryWhy you shouldn’t wait too long to take the leap and go independentGreat work ethic = initiative without noiseYour brand is built on values, not marketingTimestamps:00:00 - Introduction01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career02:47 - Losing a Business in 4 Months and What Early Failure Taught Him04:44 - How Fundraising Became His Entry Into the Wealth World06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.”07:56 - Why He Left Goldman to Start His Own Firm10:26 - The Story Behind “Aaron Wealth”13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors14:55 - Scaling to $5B (Without Breaking the Firm)16:28 - The Hardest Part of Scaling Culture18:36 - How AI Will Change Wealth Management21:00 - Work Ethic Rapid Fire Questions—Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/workConnect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)Find out more about Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/)Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/
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ABOUT THIS SHOW
Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.
HOSTED BY
Ethic
CATEGORIES
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