A Conversation with John Pierce, Founding Partner of John Pierce Consulting

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In this episode we explore some of the hottest topics in wealth management today with John Pierce, Founding Partner of John Pierce Consulting.

John shares his unique perspective and experience on:

  • Coronavirus Update:
    • How has COVID-19 changed businesses?
    • How should you plan and handle situations like COVID-19?
      • What steps can you take TODAY to prepare and help your clients & employees.
      • COVID-19 worries & concerns.
  • Pandemic planning: 
    • How should you adapt on the go and respond to a crisis like COVID-19
    • How has technology shaped the way we view remote work & what does the future look like?
    • How is Zoom changing the way we interact with clients and colleagues? 
  • Innovations in the business 
    • What is John Pierce Consulting doing differently in terms of innovation?
  • And much more.

It’s an episode that covers a great deal of ground solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

Listen to additional episodes in this series

A proven leader with nearly 25 years of experience in the financial services industry.

In my most recent role as Stifel’s Head of Advisor Recruiting, I leveraged my extensive industry expertise to attract and retain top advisor talent for the firm. Between 2017 and 2019, our recruiting strategy brought in advisor talent representing nearly $53 billion in assets.

Before Stifel, I spent 14 years at Merrill Lynch, leading fee-based sales and financial planning teams in New York City, and seven years at Ameriprise, where I launched and led the advisor recruiting channel for the firm’s employee division.

When I’m not working, I’m training for my next race. The persistence, endurance, and discipline required to finish 12 Ironman triathlons have served me well in my professional life. Plus, I often find that the best thinking happens during long runs in the rain.

Closer to home, I’m committed to investing in the communities where I live and work: Philadelphia and Juno Beach, Florida. I hope to positively impact the next generation of learners and workers by offering my expertise as a coach and a mentor to business leaders of the future. I have three wonderful children – Meghan, John III, and Thomas – and hope to spend the coming years traveling to new places and exploring different cultures with them as they embark on life’s journey as adults.

I completed my Bachelor’s degree in Business Administration and Marketing from the University of Cincinnati before earning an MBA from the University of London. I earned my Doctor of Education (Ed.D) in 2019 from the University of Pennsylvania’s CLO Program and completed my dissertation on external coaching and internal mentoring programs in the financial services industry.

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