In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
In the Suite
EP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Advisers with Brian Hamburger, President and Chief Executive Officer of MarketCounsel
To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger. As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel, a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm; a practice focused on the investment and securities industry.
In addition to being an entrepreneur, Brian wears many hats. In addition to being a father to three children, he's an attorney, columnist, and an outspoken industry advocate for independent investment advisers. Most recently, Brian was featured on Barron’s Podcast The Way Forward speaking about Mergers and Acquisitions in the Wealth Management Industry.
Brian explains that his entrepreneurial spirit was instilled in him ever since he was a child, watching his parents and grandparents grow from working in textile factories to owning ice cream shops, auto body shops, and advisory practices. His role model, his grandmother, pushed him into the field of law. She told him, 'If you understand the rules and laws, you can take that creativity to do great things.
Besides speaking at regional and national conferences, he has his annual gathering of the industry's top advisors and thought leaders. He emphasizes the value that these kinds of conferences offer the industry and feels extremely grateful for the recognition it's receiving. As a result of his years of hard work and dedication, he has been named an Innovator in "Investment News' 2020 class of Icons & Innovators" and included in "The IA25: Investment Advisor Magazine's Annual List of the Top Influential People in the Industry" in 2020.
Welcome to Season 3: Find the agenda of our conversation with Brian below
(03:50) Why Did he Start His Two Entities Together
(08:30) How Did Brian Get into the Finance Industry
(16:15) Everyone Needs That Champion
(22:23) Brian Hamburger's Ah-Ha Moment and Bone to Pick with Tina
(28:00) About The Market Counsel Summits
(33:30) Gratitude and Reflection
(39:99) Safety and Security Are Key Leadership Obligations
(47:10) Proactive vs. Reactive
(50:10) Best Way to Contact Brian
(53:07) A cause close to Brian’s Heart
(55:56) Thank you, Brian!
Resources
Brian Hamburger LinkedIn
Brian Hamburger Twitter
MarketCounsel Summit Website
Hamburger Law Firm
Ryan Marcus | Head of Engagement MarketCounsel & Hamburger Law Firm
T3 Technology Tools of Today
Greyshirt Team Rubicon
Invest in Others Charitable Foundation
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📧 Want to get in touch? Email me at tina@growintentionally.com
