• 20: Terry Jenkins' Journey Through Canadian and U.S. Wealth Leadership

  • 2024/10/16
  • 再生時間： 55 分
  • ポッドキャスト

20: Terry Jenkins' Journey Through Canadian and U.S. Wealth Leadership

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  • In this insightful episode of Beyond the Bank, Andrew Auerbach sits down with longtime friend and industry veteran Terry Jenkins, who has held senior executive roles in both Canadian and U.S. wealth management. Terry shares his extensive career journey, from leading teams at KeyBank Wealth Management and BMO Harris Wealth Management to his advisory roles in growing RIAs. Together, they explore leadership lessons, the evolving landscape of wealth management, and the tremendous opportunities awaiting the next generation of advisors. Terry offers unique insights into the differences between the U.S. and Canadian markets, the importance of cultural diversity in wealth advisory, and the critical role of staying grounded in the numbers. A must-listen for anyone interested in the future of the wealth management industry.
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In this insightful episode of Beyond the Bank, Andrew Auerbach sits down with longtime friend and industry veteran Terry Jenkins, who has held senior executive roles in both Canadian and U.S. wealth management. Terry shares his extensive career journey, from leading teams at KeyBank Wealth Management and BMO Harris Wealth Management to his advisory roles in growing RIAs. Together, they explore leadership lessons, the evolving landscape of wealth management, and the tremendous opportunities awaiting the next generation of advisors. Terry offers unique insights into the differences between the U.S. and Canadian markets, the importance of cultural diversity in wealth advisory, and the critical role of staying grounded in the numbers. A must-listen for anyone interested in the future of the wealth management industry.
個人ファイナンス 経済学
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