Apr 28, 2020
Welcome to the “Leadership in a Time of Crisis” series, where
Josh & Jay have a series of conversations with the executive
leadership of Prime Capital
Investment Advisors, the independent RIA where Josh holds his
Series 65 securities license. Tune in to hear behind the scenes
details about how a large independent investment company navigated
the most volatile month in market history while also dealing with
pivoting quickly to staff and advisors having to start working
remotely. It’s a fascinating story about how Prime Capital moved
quickly to provide high-level attention and communication to its
advisors & clients during a time of unprecedented upheaval.
In this episode, Josh & Jay welcome Glenn Spencer, the CEO of Prime Capital
Investment Advisors. Glenn has a long and varied executive career
in the financial services industry, and played a significant role
in getting Prime Capital’s business continuity plan established,
which lead to the company being ready to go remote on “Day 1”. We
also discuss Glenn’s views on leadership and the unique situations
and decisions he’s faced as a CEO of a large independent RIA. Glenn
also shares the positives he’s taken away from this crisis,
including a renewed bonding with his family.
Resources
Prime Capital Investment Advisors
Qualified Plan Advisors
If any of these topics apply to your situation, we can help! Reach
out to us at 251-327-2124, or email jnull@gulfcoastfa.com.