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18: Patrick Keeley, Leading with Purpose in Wealth Management and Wellness
Manage episode 443983362 series 3593452
İçerik Andrew Auerbach and Jean Blacklock tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Andrew Auerbach and Jean Blacklock veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this insightful episode of Beyond the Bank, Andrew Auerbach welcomes Patrick Keeley, a wealth management leader with over 30 years of industry experience. Patrick shares his unique journey, starting as an investment advisor at Nesbitt Burns, progressing through leadership roles at institutions like BMO and RBC, and eventually leading his own boutique firm, Seven Hills Capital.
The conversation dives deep into Patrick’s philosophy on the integration of personal wellness and professional success. He reflects on how overcoming adversity, including his battle with cancer, shaped his approach to leadership and life. Patrick highlights the importance of balance in mental, physical, and spiritual health, and how this holistic perspective has informed not only his personal life but also his relationships with clients. This episode provides a thoughtful exploration of leadership, wellness, and the evolving landscape of wealth management.
The conversation dives deep into Patrick’s philosophy on the integration of personal wellness and professional success. He reflects on how overcoming adversity, including his battle with cancer, shaped his approach to leadership and life. Patrick highlights the importance of balance in mental, physical, and spiritual health, and how this holistic perspective has informed not only his personal life but also his relationships with clients. This episode provides a thoughtful exploration of leadership, wellness, and the evolving landscape of wealth management.
19 bölüm
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