Episode Details
Back to EpisodesFocused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar
Description
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term.
Specifically, JC discusses:
- How fate and persistence landed his dream job
- How his “no fences” approach led him to building successful teams
- Handling conflict through consistent communication and role clarity
- The importance of documenting your firm’s culture strategy
- His firm’s unique approach to working with clients.
Resources:
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With JC Abusaid:
- Website: Halbert Hargrove
- LinkedIn: Halbert Hargrove
- LinkedIn: JC Abusaid
About Our Guest:
As CEO and President of Halbert Hargrove, JC is guiding the firm confidently into the future. Execution and operational excellence are his bywords; we consider him our glue. He formally took the helm of CEO in December 2021. For many years, working alongside Chairman and HH founder Russ Hill, JC has had the privilege to be involved in most facets of the firm, and has enjoyed being part of HH’s growth and success.
JC enjoys the dynamic nature of his role: “I like solving big challenges,” he says. He joined HH as Operations Manager in 1996 and was named President and Chief Operating Officer in 2010.
JC earned his Bachelor of