Reinvigorating a 30-year-old business model

Episode #3

In this episode I’m talking with Dave Reeve about a tough call he made transitioning his 28-year-old business from a service model to software. Dave is the CEO of InvestorCOM, a leading compliance technology provider to the wealth management industry. Like many other leaders I’ve talked to recently, Covid helped hasten a change that was in the works for some time. Interestingly, it wasn’t making the call that was tough but the implementation of it. What was particularly challenging was managing the difficult conversations with staff that inevitably happen when you transition out of a longstanding pillar of your organization. If you’d like to learn more about Dave and his work, check out InvestorCOM.com. If you are in wealth management, asset management or insurance, their suite of solutions will help you easily stay on top of your compliance requirements. And if you’d like some assistance with your own tough calls, we’ve compiled a collection of free tools just for you. Go to toughestcall.com to check them out. If you’re not yet a subscriber to Toughest Call, please add us wherever you listen to your podcasts.
Close

50% Complete

Sign Up for our newsletter and get immediate access to our FREE book