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STANEK – OPEN FOR BUSINESS

May 21, 2021

Mary Ellen Stanek and her team took an unusual route during COVID. They kept their offices open for business. She explains why they made that choice and how it worked out.

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ROMICK – PANDEMIC IMPACT

May 14, 2021

Steven Romick and the FPA Crescent team were convinced early on that life would return to normal after COVID; they just didn’t know when. Romick describes how they coped and what’s changed.

Watch the related WEALTHTRACK episode.

LIPPERT: LIFE LESSONS

May 7, 2021

High-performing portfolio manager Michael Lippert is taking the hard lessons learned from a life-threatening accident back in 2015 and applying them to the pandemic experience.

Watch the related WEALTHTRACK Epiosde

FICKLIN – CULTURE COUNTS

April 30, 2021

While the COVID experience has been a severe test for many business cultures Polen Capital was already operating a flexible work environment with its ROWE approach, or “Results Oriented Work Environment”. Senior manager, Damon Ficklin discusses some of the personal and professional lessons learned from the pandemic.
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HOUGAN: BETTER LIFE BALANCE

April 23, 2021

BETTER LIFE BALANCE

Pre-pandemic, crypto entrepreneur Matt Hougan spent huge amounts of time traveling. When asked about the lessons learned from the pandemic experience those travels came into focus.


Watch the related WEALTHTRACK episode.

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