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Curiosity as a Superpower: Cheri Belski on Leading with Vision in a Changing Industry

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Manage episode 481703111 series 1534461
Content provided by Nicsa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicsa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Nine, Sarah Walter welcomes Cheri Belski, Head of Investment Management Solutions at LPL Financial, for a dynamic conversation on leadership, adaptability, and the evolving future of asset and wealth management.

Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develop a mosaic view of the industry. From betting on herself in pivotal career moments to leveraging curiosity as a strategic tool, her story is a masterclass in career agility. She also offers powerful insights on how firms can blend technology and human connection to create client experiences that truly stand out.

More at nicsa.org/podcasts

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 481703111 series 1534461
Content provided by Nicsa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicsa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Nine, Sarah Walter welcomes Cheri Belski, Head of Investment Management Solutions at LPL Financial, for a dynamic conversation on leadership, adaptability, and the evolving future of asset and wealth management.

Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develop a mosaic view of the industry. From betting on herself in pivotal career moments to leveraging curiosity as a strategic tool, her story is a masterclass in career agility. She also offers powerful insights on how firms can blend technology and human connection to create client experiences that truly stand out.

More at nicsa.org/podcasts

  continue reading

81 episodes

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