How to Go From Good to Great

Gaining Perspective

Change is happening all around us at an accelerating rate. To exploit that change, rather than be exploited by it, professional advisors need power and capability that is protected by true independence. My guest today is a pioneer of the business model that was created to deliver that combination, what is now called outsourced chief investment officer (OCIO).

Jon Hirtle will explain why he is just as passionate about power, capability and true independence as he was when he founded an industry and a firm over 35 years ago. He has been an active investor and successful entrepreneur for 40 years and I look forward to discussing the lessons he has learned as well as the trends he finds compelling.

How do good RIAs become great ones? How do $1 billion-dollar practices become $20 billion-dollar practices? Today, I talk with someone who has done both.

Here are some links to learn more about Jon and Hirtle Callaghan:

• Jon’s emai: [e-mail]
• https://www.hirtlecallaghan.com/
• https://www.hirtlecallaghan.com/blog/