Deb Wetherby's guest appearances

Deb Wetherby

Financial Advisor Success

The EnTRUEpreneurship Podcast with Wes Fang - Revealing the TRUE Stories Behind Entrepreneurship

Roger Whitney

Matt Curtis

Ryan D’Aprile

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

OwlTail

This week, on the EnTRUEpreneurship podcast, Wes welcomes Debra Wetherby, CEO and founder of Wetherby Asset Management, one of the leading independent investment advisory firms in the United States, with over $4 billion in assets under management. Since starting her company in 1990 Deb has been recognized as a Top 100 Women Advisors by Barron's and has been named a “Woman to Watch” by InvestmentNews. Deb is joined by Justina Lai, Wetherby's Director of Impact Investing. Listen in as she and Deb  discuss the values that differentiate their company from others in the business of providing objective financial advice, how that philosophy guides the day-to-day operations of their business, and how being different is a ultimately a good thing.  Follow Debra on Linkedin! https://www.linkedin.com/in/deb-wetherby

This week, on the EnTRUEpreneurship podcast, Wes welcomes Debra Wetherby, CEO and founder of Wetherby Asset Management, one of the leading independent investment advisory firms in the United States, with over $4 billion in assets under management. Since starting her company in 1990 Deb has been recognized as a Top 100 Women Advisors by Barron's and has been named a “Woman to Watch” by InvestmentNews. Deb is joined by Justina Lai, Wetherby's Director of Impact Investing. Listen in as she and Deb  discuss the values that differentiate their company from others in the business of providing objective financial advice, how that philosophy guides the day-to-day operations of their business, and how being different is a ultimately a good thing. Follow Debra on Linkedin! <a href="https://www.linkedin.com/in/deb-wetherby-372767" rel="nofollow" target="_blank">https://www.linkedin.com/in/deb-wetherby</a>

Episode 5: How values-based investing built a $4B company - Deb Wetherby

Deb Wetherby, owner of Wetherby Asset Management. The challenges and accomplishments Deb and her team have weathered provide an excellent case study in leadership, growth, and resource development. They have been intentional about creating systems that will facilitate growth while maintaining their focus on client management and high-quality customer service. We cover a number of topics on this episode that entrepreneurs with any aspiration for expansion should seriously consider.   Get the full show notes and transcript for this episode at: https://www.kitces.com/4 

Deb Wetherby, owner of Wetherby Asset Management. The challenges and accomplishments Deb and her team have weathered provide an excellent case study in leadership, growth, and resource development. They have been intentional about creating systems that will facilitate growth while maintaining their focus on client management and high-quality customer service. We cover a number of topics on this episode that entrepreneurs with any aspiration for expansion should seriously consider. Get the full show notes and transcript for this episode at: <a href="https://www.kitces.com/4" rel="nofollow" target="_blank">https://www.kitces.com/4</a>

Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby