In this episode from the Independent Group Master Class, we talk with Dr. Beth Griffin about building the business structure for small groups and retention strategies for your physician and NPP talent. 

Small Group Business Development and Retention with Dr. Beth Griffin - Indy25

In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew through strategic networking and a commitment to professional management. He emphasizes Wescott’s unique culture, including its B-Corp certification and involvement in the Net Positive Consortium for Wealth Management, as essential elements of its identity, and most important, talent retention.

Key takeaways from this episode include:

- Rawdin’s belief that net organic growth starts with client retention, and how the firm achieves its high numbers with multi-generational clients.
- Beyond retention, the other activities that help the firm create “rivers of referrals,” the core of Wescott’s growth engine.
- The firm’s commitment to social justice and positive community involvement, including what its coveted “B-Corp” designation means, and why it became a founding member of the Net Positive - Coalition for Wealth Management, a growing group of RIAs committed to sustainability.
- The mindful approach he takes to acquisitions, and the importance of integrating the right talented professionals into the firm culture to the benefit of employees and clients.
- What data Rawdin follows to make growth-oriented business decisions and track ROI
- The firm’s unique inclusion of an organizational psychologist to support clients and staff through transitions

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Grant Rawdin:

Website: Wescott Financial Advisory Group LLC - https://wescott.com/ 
LinkedIn: Grant Rawdin - https://www.linkedin.com/in/grant-rawdin-a37a7911 
LinkedIn: Wescott Financial Advisory Group LLC - https://www.linkedin.com/company/wescott-financial-advisory-group/ 
Facebook: Wescott Financial Advisory Group LLC - https://www.facebook.com/WescottFin/ 

About Our Guest:

Grant Rawdin is the founder and CEO of Wescott.  Wescott grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm; Wescott was founded in 1987.  Grant is an attorney, an accountant and a Certified Financial Planner® professional and has served as advisor to many businesses and families.  He is admitted to both the Pennsylvania and New Jersey Bars.

Grant is a graduate of Temple University Beasley School of Law and Temple University, where he received his B.A. in English Literature.  He is the very proud father of four children and resides in Philadelphia, Pennsylvania with his wife, Laura Rawdin.



RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

Hiring season is here, and in this episode of WCR Nation, we're diving into a topic that stresses out just about everyone: how to find great employees.

Let’s be real—hiring usually sucks. But it doesn’t have to. The truth is, some window cleaning companies seem to attract awesome employees with no problem. It’s not luck. It’s not location. It’s all about how they advertise the job and who they’re actually attracting.

If you’re stuck getting nothing but bad applications, it’s probably because you’re marketing your job listing to the wrong people. This week, I’ll show you how to flip the script—so you can start hiring like the pros and find amazing window cleaning techs that actually stick around.

In this episode, you’ll learn:

Where to post your job listings for max visibility

How to write ads that attract top-tier employees

Why your current hiring method isn’t working

What the best companies do differently when hiring

How to build a team of window cleaners you actually want to work with

Whether you’re just ramping up for the spring rush or trying to grow your business long-term, this episode will help you find and hire the right people, faster.

🎧 Listen now on Spotify, YouTube, and Apple Podcasts!
📲 Subscribe for weekly strategies on growing your window cleaning empire.

Need supplies? Let me know! I would love to do that for you! Text/Call: 862-312-2026 windowcleaner.com/?sca_ref=3020234.dl0aAoVJ1A

Ready to get more jobs? go.getjobber.com/7wlv3afo4va1

Find and Hire the Right People Fast | WCR Nation Ep. 407 | Window Cleaning Podcast

Overview - AI Generated

Keith Rosen's Journey: Keith, with 35 years in sales and leadership, evolved from life coaching inspired by a newspaper article. He has coached in 76 countries, emphasizing support for leaders amidst uncertainty.

AI Impact on Authenticity: Concern over AI-generated content overtaking human authenticity, with 56% of LinkedIn posts being AI-written. Technology can enhance efficiency but cannot replace essential human connections in leadership and sales.

    Shifting Leadership Focus: Pandemic highlighted the need for empathy in leadership; 92% of employees contemplate job changes, emphasizing a people-over-profit culture. Coaching should foster mindset development alongside skill enhancement—shifting from traditional metric focus.

        The pandemic has underscored the importance of empathy in leadership, prompting leaders to prioritize emotional intelligence and understanding in their interactions with employees.

        With 92% of employees considering job changes, organizations must cultivate a people-over-profit culture to retain talent and enhance employee satisfaction.

        Effective coaching should focus on developing a growth mindset in addition to enhancing skills, moving away from a sole emphasis on metrics and performance targets.

How Managers Navigate Their Team to Perform Through Fear and Uncertain Times

Participants in Spectrum’s education program are getting retained at a 10% higher rate than their peers...

CHRO, Spectrum: How our tuition-free education program boosted retention rates

MyTalentWorld and Career Marketplace, two of DHL Group’s centralised platforms, have delivered a culture of learning, skills, & mobility...

Global Head of HR, DHL - centralised learning & careers platforms are our route to retention

Female Founder Series By Carly Healy on Why Workplace Wellness Just Became Your Competitive Advantage

Join Megan Antonelli and Carly Marino-Healy, founder of Marino Wellness, as they reveal how a precision approach to wellness is revolutionizing corporate culture. Discover why leading digital health companies like Headspace and Talkspace choose Carly's marketplace model over traditional wellness vendors, and learn the strategic framework that transforms employee wellbeing from cost center to profit driver. As healthcare costs rise and talent retention becomes critical, workplace wellness technology is shifting from nice-to-have perk to essential business infrastructure. Learn how to position your organization ahead of this transformation.

• Master the specific metrics that prove recruitment, retention, and productivity gains from wellness technology investments
•Maintain effective wellness initiatives during economic uncertainty while demonstrating measurable business value to leadership
• Seamlessly incorporate mental health platforms into existing wellness infrastructure to capture growing employer investments
•Deliver personalized wellness experiences across global workforces using marketplace models versus traditional point solutions
•Identify which emerging health technologies will drive next-generation workplace wellness and employee engagement strategies

To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”.

Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Digital Health Talks: Why Workplace Wellness Just Became Your Competitive Advantage By Carly Healy

In this episode, Monique Butler discusses innovative strategies for designing residency programs that enhance retention. Key insights include the importance of mentorship, flexible career paths, and wellness initiatives. The takeaway: by prioritizing these elements, institutions can cultivate a committed and resilient healthcare workforce.

Monique Butler | Innovative Residency Design for Retention

In this episode of Nine to Thrive HR, host Cindi Koetzle chats with Dr. Meesha Dogan, CEO of Cardio Diagnostics, to explore how AI and epigenetics are transforming cardiovascular health in the workplace. They discuss the ripple effects of heart disease on productivity, benefits costs, and team dynamics—and how employers can take a proactive role through technology-driven prevention and wellness strategies. With a focus on actionable insights and employee well-being, this episode offers HR leaders new ways to support health and retention across their organizations.

Matters of the Heart: A Business Case for Well-Being

When your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss.

In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Bridget Venus Grimes, CFP, founder and president of WealthChoice and co‑founder of Equita Financial Network, about centering a firm on breadwinner women, elevating Gen Z through a Rising Professionals program and crafting succession plans that reflect a founder’s values.

Bridget shares how personal experience shaped her niche and why community and retention remain pivotal for women advisors.

Key Points:

- Her unconventional journey from trader to pastry chef to planner, and how life events led her to serve breadwinner women
- Building a niche around women attorneys, then expanding to women in tech, executives, and business owners, who are often the primary earners at home
- Launching WealthChoice to align work with impact after pay disparity and advancement barriers at a prior firm
- The Rising Professionals program that meets Gen Z where they are, with fee‑for‑service guidance on 401(k)s, budgeting and first goals
- Equita’s curated succession planning approach to each founder’s vision, values and client continuity

Resources:


Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Bridget Venus Grimes:
 
LinkedIn: Bridget Venus Grimes - https://www.linkedin.com/in/bridget-venus-grimes-cfp/ 
Website: Equita Financial Network - https://www.equitafn.com/ 
LinkedIn: Equita Financial Network - https://www.linkedin.com/company/equita-financial-network/ 
Website: WealthChoice LLC - https://wealthchoice.com/ 
LinkedIn: WealthChoice LLC - https://www.linkedin.com/company/wealthchoice-llc/ 

About Our Guest:

Bridget Venus Grimes, CFP is President of WealthChoice, a wealth management firm for women executives, and Co-founder of the SEC registered investment advisor Equita Financial Network, a community of women-led financial planning firms. Bridget began her career in 1987, trading stocks for private hedge funds in New York City, before pursuing her passion of financial planning for women.

Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. She has spoken at major industry conferences and co-hosted the Financial Planning Association’s Women’s Knowledge Circle.

Bridget splits her time between Arizona and California and enjoys boating, golf, entertaining, anything French, and, most of all, cooking. She holds a B.A degree in German language and literature and a minor in Art History from Mount Holyoke College.

Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes

Physician executive with national leadership in hospital operations, trauma systems, and medical education strategy across integrated health networks.

ACEP Frontline, hosted by Dr. Ryan Stanton, features in-depth conversations on the hottest topics in emergency medicine and critical care.

Looking for fresh content to solve your human capital issues but don't have a full hour? Subscribe to the HCI podcast series to gain access to leading HR practitioners from Fortune 1000 companies, as well thought-leaders, authors, and academics. These experts cover everything from talent acquisition and analytics to engagement, retention, and development.

Keith Rosen is the CEO of Profit Builders and founder of Profit Builders, (www.ProfitBuilders.com), named one of the Best Sales Training and Coaching Companies Worldwide. Over three decades, Keith has delivered his transformational programs to hundreds of thousands of salespeople and managers in practically every industry; on five continents and in over 75 countries. Inc. magazine and Fast Company named Keith one of the five most influential executive coaches. Keith has written several best sellers including, Sales Leadership, Own Your Day and the globally acclaimed Coaching Salespeople into Sales Champions, winner of Five International Best Book Awards and the #1 best-selling sales management coaching book on Amazon since 2009. 

He’s been featured in Entrepreneur, Inc., Fortune, The New York Times and The Wall Street Journal. Keith was also featured on the award-winning television show, Mad Men. He was also named one of the 50 Best Salespeople of all time, along with Zig Ziglar, Steve Jobs, Dale Carnegie and Jeff Bezos.

RADIO FOR THE HEALTHCARE INDUSTRY
Healthcare NOW Radio and Podcast Network offers discussions on the latest developments and trends impacting the industry including: health tech, health IT, healthcare innovation, healthcare policy, healthcare data security, telehealth, interoperability, biotech, med tech, value-based care, pharma, healthcare compliance, and much more. Shows are hosted by industry thought leaders. Guests are a "who's who" across the healthcare spectrum.  The listening audience is predominantly physician and hospital-based, and the healthcare industry at large.

Thanks for listening to WCR Nation, The window cleaning podcast.  Every week we talk about another aspect of owning a window cleaning or pressure washing company.  We are all small business owners, and now we have a podcast specifically made for window cleaners.  If you have a service business, hopefully this podcast will help you with the day to day.  We talk about everything business related from marketing to software, even tips and tricks and how to start a window cleaning company, or even starting a service business in general.  

And as always, my name is Jersey and you can text me anytime at 862-312-2026!

Strap in, we're heading into the most complex or divisive areas of workplace cultures. It's the HR Grapevine podcast! Join us weekly for an in-depth chat with an expert in working life.

New tracks tagged #Retention