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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
September 25, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Earlier this month at Future Proof in Huntington Beach, California, two industry leaders took to the stage to discuss how high-growth businesses take proactive steps to move beyond the "mediocre" culture that prevails at many middling firms. See what Brad Johnson of Triad Partners and Daniel Crosby of Orion recommended.

What makes your firm's culture special? Let me know — robert.burgess@arizent.com.

I hope you'll check out this article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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Wealth management firms can purposefully create an atmosphere centered on growth — but it takes effort and intention, said Daniel Crosby of Orion and Brad Johnson of Triad Partners.
 
 
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