Matthew Helfrich's guest appearances

Matthew Helfrich

The NO BULL$H!# Marketing Podcast

Jerry Maguire

Andy Frisella

Jeff Bezos

David Sweet

Rachel Carlson

Sean Ellis

Matthew McConaughey

Serena Williams

Sean Penn

Scott Morgan

Ellen DeGeneres

Amy Bradley

Dave Watson

Ben Roethlisberger

Anthony Vennare

OwlTail

Imagine being a 27-year-old professional in finance during the 2008-2009 recession, staring eye-to-eye with your panicked clients delivering them bad news. For Matthew Helfrich, that was a reality.Only five years into his career, Matt found himself sitting across the table from clients delivering bad news and hiding behind numbers. He learned quickly that numbers and data didn't mean nearly as much as empathy and understanding to his clients. Matt began to listen and provide a more personable and empathetic approach to not only his clients but his employees, a method he would adapt fully.Matt uses his lessons from 2008 and 2009 to help build his company culture and lead his employees. Waldron Private Wealth is a company built on understanding, providing top service, collaboration, innovation, entrepreneurship, and giving. Taking just a few steps into their open concept office, you'll notice four walls that depict their vibrant culture. Most noticeably, you will see 43 color headshots of all of Waldron Private Wealth's employees.During part two, Matt talks all things culture, growth, giving, and transparency. Matt shares his company's commitment to giving back and creating a culture that serves not only their clients but each other and their community. Listen in to learn tips on facilitating company culture and leadership.Key Takeaways[04:57] Growing from adversity Relating to people Communicating through tension with clients and employees Empathy is key Stop hiding behind numbers Listen, stop, think People aren't trusting numbers, they're trusting stories[07:29] Building culture through storytelling Employees are central to business success To be successful, every employee must buy into culture Aligning with mission and vision Giving clients back their most precious commodity: time Open office concept growing culture of collaboration and teamwork[13:15] Infusing community outreach Giving back to community and to charities that are important to you and your clients Committed to serving the greater community Giving a hand up, not a handout[22:11] Tools for communicating and productivity Evernote Good old paper and pen Prezi Don't overcomplicate things, use things the way you want to[25:26] Matt's biggest component: transparency Transparency means trust Showing your cards goes a long way Your best self is your honest and true self No one ever got in trouble for doing the right thing or being honestConnect with Matt HelfrichWaldron Private Wealth on FacebookWaldron Private Wealth on LinkedInWaldron Private Wealth on TwitterResources MentionedEvernotePreziWaldron Private WealthThe No BS Marketing Show is brought to you by Larrimors Men’s and Women’s Designer Clothing. Free shipping. Free returns. Shop men’s and women’s designer clothing, shoes, accessories, jewelry and more online at larrimors.com or in-store, downtown Pittsburgh.Are you signed up for the No BS Marketing weekly update? You’ll receive timely, valuable ideas to improve your marketing and transform your message. It’s light, intended to be read in 2 minutes or less and it just might trigger bright ideas for you. To sign up, visit: massolutions.biz.Remember, ask yourself: What’s The Big Idea and build your story around the answer. It’s all about Bold Solutions, no BS.

Imagine being a 27-year-old professional in finance during the 2008-2009 recession, staring eye-to-eye with your panicked clients delivering them bad news. For Matthew Helfrich, that was a reality.Only five years into his career, Matt found himself sitting across the table from clients delivering bad news and hiding behind numbers. He learned quickly that numbers and data didn't mean nearly as much as empathy and understanding to his clients. Matt began to listen and provide a more personable and empathetic approach to not only his clients but his employees, a method he would adapt fully.Matt uses his lessons from 2008 and 2009 to help build his company culture and lead his employees. Waldron Private Wealth is a company built on understanding, providing top service, collaboration, innovation, entrepreneurship, and giving. Taking just a few steps into their open concept office, you'll notice four walls that depict their vibrant culture. Most noticeably, you will see 43 color headshots of all of Waldron Private Wealth's employees.During part two, Matt talks all things culture, growth, giving, and transparency. Matt shares his company's commitment to giving back and creating a culture that serves not only their clients but each other and their community. Listen in to learn tips on facilitating company culture and leadership.Key Takeaways[04:57] Growing from adversity Relating to people Communicating through tension with clients and employees Empathy is key Stop hiding behind numbers Listen, stop, think People aren't trusting numbers, they're trusting stories[07:29] Building culture through storytelling Employees are central to business success To be successful, every employee must buy into culture Aligning with mission and vision Giving clients back their most precious commodity: time Open office concept growing culture of collaboration and teamwork[13:15] Infusing community outreach Giving back to community and to charities that are important to you and your clients Committed to serving the greater community Giving a hand up, not a handout[22:11] Tools for communicating and productivity Evernote Good old paper and pen Prezi Don't overcomplicate things, use things the way you want to[25:26] Matt's biggest component: transparency Transparency means trust Showing your cards goes a long way Your best self is your honest and true self No one ever got in trouble for doing the right thing or being honestConnect with Matt HelfrichWaldron Private Wealth on FacebookWaldron Private Wealth on LinkedInWaldron Private Wealth on TwitterResources MentionedEvernotePreziWaldron Private WealthThe No BS Marketing Show is brought to you by Larrimors Men’s and Women’s Designer Clothing. Free shipping. Free returns. Shop men’s and women’s designer clothing, shoes, accessories, jewelry and more online at <a href="http://larrimors.com" rel="nofollow" target="_blank">larrimors.com</a> or in-store, downtown Pittsburgh.Are you signed up for the No BS Marketing weekly update? You’ll receive timely, valuable ideas to improve your marketing and transform your message. It’s light, intended to be read in 2 minutes or less and it just might trigger bright ideas for you. To sign up, visit: massolutions.biz.Remember, ask yourself: What’s The Big Idea and build your story around the answer. It’s all about Bold Solutions, no BS.

228: Matthew Helfrich P2

You can have data without information, but you can't have information without data. Despite having infinite data at our fingertips, we as marketers rarely use it to our advantage. Our target audiences don't want statistics, they want stories. Real stories.Matt Helfrich is Partner and President at Waldron Private Wealth. Over his 16 years at Waldron Private Wealth, Matt has worn many hats including Chief Investment Strategist and Chief Investment Officer. Matt found his home at Waldron Private Wealth after bumping into his mentor, family friend, and former boss John Irvin. At the time, Matt worked at Prudential Insurance and felt the misalignment between himself and the white shirt, blue coat culture.Per Irvin's suggestion, Matt called Waldron Private Wealth CEO and Founder John Waldron. After a few follow-up calls with Waldron, Matt landed at Walrdon Private Wealth, and the rest is history.In part one, Matt breaks down the importance of storytelling and relating to your clients and employees through narratives. Listen to follow along with Matt's journey, peaks and valleys of his career, and the lessons he learned along the way. If you're a young professional or a few years into your career, you will certainly want to take some notes.Key Takeaways[05:38] Leveraging relationships to find the right place Finding the right company culture Using relationships to get to Waldron Wealth Building strong relationships Persistence[11:02] Simple, but hard advice Following up, staying persistent Doing what you said you were going to do[12:17 ] Peaks and valleys of Matt's career Gain experience by trying everything Do more, do anything[13:11 ] The lessons the 2008-2009 economy brought Speak in plain English. Cut the jargon out Be empathetic with your clients and your employees Understand what your client is going through Stories matter! Listen and understand[16:13] Building self esteem and company culture Drop jargon and statistics Clients want stories Teach employees through stories Utilizing lunches, town halls and small group meetings to build culture Collaboration and team-oriented culture Humbling yourself as a leader Advance yourself by learning from and understanding your mistakes[18:47] The art of listening You have two ears and one mouth Listen twice as much as you speak Fully listen before crafting your response Listen, pause, respond[21:07] Matt's mentors John Waldron John Irvin Andy PuttermanConnect with Matt HelfrichWaldron Private Wealth on FacebookWaldron Private Wealth on LinkedInWaldron Private Wealth on TwitterResources MentionedWaldron Private WealthMade to Stick The No BS Marketing Show is brought to you by Larrimors Men’s and Women’s Designer Clothing. Free shipping. Free returns. Shop men’s and women’s designer clothing, shoes, accessories, jewelry and more online at larrimors.com or in-store, downtown Pittsburgh.Are you signed up for the No BS Marketing weekly update? You’ll receive timely, valuable ideas to improve your marketing and transform your message. It’s light, intended to be read in 2 minutes or less and it just might trigger bright ideas for you. To sign up, visit: massolutions.biz.Remember, ask yourself: What’s The Big Idea and build your story around the answer. It’s all about Bold Solutions, no BS.

You can have data without information, but you can't have information without data. Despite having infinite data at our fingertips, we as marketers rarely use it to our advantage. Our target audiences don't want statistics, they want stories. Real stories.Matt Helfrich is Partner and President at Waldron Private Wealth. Over his 16 years at Waldron Private Wealth, Matt has worn many hats including Chief Investment Strategist and Chief Investment Officer. Matt found his home at Waldron Private Wealth after bumping into his mentor, family friend, and former boss John Irvin. At the time, Matt worked at Prudential Insurance and felt the misalignment between himself and the white shirt, blue coat culture.Per Irvin's suggestion, Matt called Waldron Private Wealth CEO and Founder John Waldron. After a few follow-up calls with Waldron, Matt landed at Walrdon Private Wealth, and the rest is <a href="http://history.In" rel="nofollow" target="_blank">history.In</a> part one, Matt breaks down the importance of storytelling and relating to your clients and employees through narratives. Listen to follow along with Matt's journey, peaks and valleys of his career, and the lessons he learned along the way. If you're a young professional or a few years into your career, you will certainly want to take some notes.Key Takeaways[05:38] Leveraging relationships to find the right place Finding the right company culture Using relationships to get to Waldron Wealth Building strong relationships Persistence[11:02] Simple, but hard advice Following up, staying persistent Doing what you said you were going to do[12:17 ] Peaks and valleys of Matt's career Gain experience by trying everything Do more, do anything[13:11 ] The lessons the 2008-2009 economy brought Speak in plain English. Cut the jargon out Be empathetic with your clients and your employees Understand what your client is going through Stories matter! Listen and understand[16:13] Building self esteem and company culture Drop jargon and statistics Clients want stories Teach employees through stories Utilizing lunches, town halls and small group meetings to build culture Collaboration and team-oriented culture Humbling yourself as a leader Advance yourself by learning from and understanding your mistakes[18:47] The art of listening You have two ears and one mouth Listen twice as much as you speak Fully listen before crafting your response Listen, pause, respond[21:07] Matt's mentors John Waldron John Irvin Andy PuttermanConnect with Matt HelfrichWaldron Private Wealth on FacebookWaldron Private Wealth on LinkedInWaldron Private Wealth on TwitterResources MentionedWaldron Private WealthMade to Stick The No BS Marketing Show is brought to you by Larrimors Men’s and Women’s Designer Clothing. Free shipping. Free returns. Shop men’s and women’s designer clothing, shoes, accessories, jewelry and more online at <a href="http://larrimors.com" rel="nofollow" target="_blank">larrimors.com</a> or in-store, downtown Pittsburgh.Are you signed up for the No BS Marketing weekly update? You’ll receive timely, valuable ideas to improve your marketing and transform your message. It’s light, intended to be read in 2 minutes or less and it just might trigger bright ideas for you. To sign up, visit: massolutions.biz.Remember, ask yourself: What’s The Big Idea and build your story around the answer. It’s all about Bold Solutions, no BS.

227: Matthew Helfrich P1