facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Previous Episode

Episode 16 | Power Forward Pod

Insights on Legacy, Leadership, & Financial Advisory with Hunter Gimbel


Where You Can Listen


Description

Welcome to the Power Forward Pod, where meaningful dialogues spark transformation! In this episode, our host sits down with Hunter Gimbel, CEO and Managing Partner of The Gaber Group, for a deep dive into the art of financial advisory, leadership, and navigating change in a competitive industry.

Discover the power of collaboration, the importance of legacy, and why both Hunter and Ruvin believe in building firms that transcend their founders.

What We'll Cover:

  • Leadership Lessons: Hear Hunter's journey of stepping into big shoes and leading with humility while maintaining the company’s legacy.
  • Estate Planning Simplified: Learn how financial advisors can approach estate planning with a personal, client-focused lens.
  • Scaling While Serving: Explore the balance of wearing two hats—business leadership and client advisory.
  • The Future of Financial Advisory: Dive into industry challenges like advisor shortages, AI integration, and fostering trust with clients in a shifting landscape.
  • Crafting the Perfect Elevator Pitch: Tips for presenting your value in every interaction, from boardrooms to casual meet-ups.

Take away actionable insights on how to stay client-focused, innovate in your practice, and build a legacy that lasts.


Previous Episode


Disclosure

The market data was prepared from sources believed to be reliable but is not guaranteed as to accuracy and is not a complete summary or statement of all available data.
Dollar-cost averaging cannot assure a profit or protect against loss in a down market.

For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. 
Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. 
Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.The Gaber Group is unaffiliated with HTK. Hunter Gimbel is not registered to offer investment advisory services. 7479903DH_JAN27