When to Break Away and Build Your Own Firm

About this episode

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by the values and perspectives shaped by his roots. In this episode you’ll learn: Why simplicity wins in a complex industry Why you shouldn’t wait too long to take the leap and go independent Great work ethic = initiative without noise Your brand is built on values, not marketing Timestamps: 00:00 - Introduction 01:14 - From Archaeology to Wealth Management - How an Interest in History Shaped His Career 02:47 - Losing a Business in 4 Months and What Early Failure Taught Him 04:44 - How Fundraising Became His Entry Into the Wealth World 06:47 - Why Complexity is Overrated - “If I can’t explain it to a client, we don’t do it.” 07:56 - Why He Left Goldman to Start His Own Firm 10:26 - The Story Behind “Aaron Wealth” 13:36 - Gary’s Rigorous Interview Process for Hiring Top Advisors 14:55 - Scaling to $5B (Without Breaking the Firm) 16:28 - The Hardest Part of Scaling Culture 18:36 - How AI Will Change Wealth Management 21:00 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Gary and Aaron Wealth (https://aaronwealth.com/team/gary-hirschberg-j-d/) Connect with Gary on LinkedIn (https://www.linkedin.com/in/gary-hirschberg/