Wealth Unwrapped: The CISI Podcast Por The CISI arte de portada

Wealth Unwrapped: The CISI

Wealth Unwrapped: The CISI

De: The CISI
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 Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

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The CISI Ciencia Economía Exito Profesional Finanzas Personales Matemáticas
Episodios
  • Andrea Montague, CEO of Brooks Macdonald - Part 2

    Andrea Montague, CEO of Brooks Macdonald - Part 2
    Jun 11 2025
    In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

    Hosted on Acast. See acast.com/privacy for more information.
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    25 m
  • Andrea Montague, CEO of Brooks Macdonald - Part 1

    Andrea Montague, CEO of Brooks Macdonald - Part 1
    May 28 2025
    In Part 1 of Wealth Unwrapped’s interview with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy begins an insightful exploration into Andrea’s career journey, leadership style, and the defining moments that have shaped her path. This episode sets the stage for a compelling two-part conversation, delving into Andrea’s early influences, pivotal career choices, and the values that drive her as a leader. With candor and clarity, she reflects on the personal and professional experiences that inform her approach to building teams, navigating change, and fostering resilience in today’s financial landscape. A thoughtful introduction to a leader with vision, this episode lays the groundwork for deeper discussions to come in Part 2.

    Hosted on Acast. See acast.com/privacy for more information.
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    22 m
  • Dean Proctor, CEO of 7IM - Part 2

    Dean Proctor, CEO of 7IM - Part 2
    May 14 2025
    In Part 2 of Wealth Unwrapped’s conversation with Dean Proctor, CEO of 7IM, host Glenn Murphy continues the deep dive into Dean’s journey—this time shifting focus to the future of wealth management and the evolving role of leadership in finance. Building on the personal insights shared in Episode 3, Dean explores how technology, client expectations, and cultural shifts are reshaping the industry. He discusses the importance of intentionality in both business and life, and how his leadership philosophy has adapted in response to change. This thoughtful continuation offers listeners a candid look at how experience, adaptability, and purpose come together to guide the next chapter of success.

    Hosted on Acast. See acast.com/privacy for more information.
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    22 m
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