Ep 11: Navigating Change and Building Culture in a Fast-Growing Advisory Firm

Bluespring Wealth Partners Out Loud Podcast
15/03/2023 22 min Temporada 1 Episodio 11
Ep 11: Navigating Change and Building Culture in a Fast-Growing Advisory Firm

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Episode Synopsis

Mother-son duo Karen and Porter Cunningham of Oklahoma Financial Center were faced with a sudden shake up of personnel and needed to build a new team for where their firm was headed. The two sat down with Harold Buckner, VP, Business Consulting at Bluespring to share what they learned during the process and how they were able to develop a high performing team with a strong culture that is now driving and supporting the rapid growth their advisory firm has recently seen.

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