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Cowboy Ethics in Modern Wealth Management with JC Abusaid
Manage episode 498508918 series 3578292
In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.
He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.
If you want to see what true integrity in wealth management looks like, this is an episode you won’t want to miss.
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