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Episode 71: Amy Flourry & Maria Millner

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Manage episode 453604081 series 3281768
Kandungan disediakan oleh Coldstream Wealth Managment. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Coldstream Wealth Managment atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend Capital Advisors is headquartered in Madison, NJ, with additional office locations in Michigan and Florida, and works with approximately $3 billion in client assets and has 40 employees. Matt, Amy, and Maria have a deep conversation on the struggles of work/life balance in a hybrid environment, as well as:

  • The need to feel uncomfortable sometimes by raising your hand for projects and career opportunities that may be out of your comfort zone
  • The power of formal and informal mentorship, and how it benefits both the mentor and the mentee
  • How to best navigate growth and determine the roles and responsibilities among team members
  • Why teamwork makes the dream work!
  • How both guests not only drive change, but survive in a rapidly changing work environment
  • The mindset needed to find motivation and purpose in a sometimes underappreciated career in Operations
  continue reading

56 episod

Artwork
iconKongsi
 
Manage episode 453604081 series 3281768
Kandungan disediakan oleh Coldstream Wealth Managment. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Coldstream Wealth Managment atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend Capital Advisors is headquartered in Madison, NJ, with additional office locations in Michigan and Florida, and works with approximately $3 billion in client assets and has 40 employees. Matt, Amy, and Maria have a deep conversation on the struggles of work/life balance in a hybrid environment, as well as:

  • The need to feel uncomfortable sometimes by raising your hand for projects and career opportunities that may be out of your comfort zone
  • The power of formal and informal mentorship, and how it benefits both the mentor and the mentee
  • How to best navigate growth and determine the roles and responsibilities among team members
  • Why teamwork makes the dream work!
  • How both guests not only drive change, but survive in a rapidly changing work environment
  • The mindset needed to find motivation and purpose in a sometimes underappreciated career in Operations
  continue reading

56 episod

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