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Rounding The Bases With Joel Goldberg

Jan 4, 2019

Mariner Wealth Advisors founded in May 2006.  Marty came from AG Edwards with a group after a culture change in the company and started Mariner. 

Philosophy of "Client First, Employee Second, Shareholder Last." 

3 types of CEOS: Hired gun, entrepreneur and second generation.  Marty is the later two.  Mariner is independent of his father but being in the second generation category meant he didn't have to go through some of the struggles other entrepreneurs do. 

Favorite quote is from the bible. "To whom much is given much is expected."  Mariner Foundation has 75 percent participation with payroll deduction and a company match.  Brings people together across department lines.  Helps drive their culture.

Acquisitions are black and white and show up on a spread sheet.  Cannot put culture on that spread sheet.

Want uniqueness of expertise of advisor to come through over any company process.  No one right way to give advice. Lots paths to get to one place.  

Important to measure the activities over the results.  With right team, if activities are correct you will get the results. 

Marty involved in numerous philanthropy projects, including the Halo Foundation.  An orphanage that started in Africa and is now in KC.  Building three orphanages.

Same three starting company goals every year of retain clients, retain advisors and grow.  Challenge going forward is an advisor supply problem.  Need to become younger.