Leadership Through Crisis Part 2: Tim Hakes

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Welcome to the “Leadership in a Time of Crisis” series, where Josh & Jay have a series of conversations with the executive leadership of Prime Capital Investment Advisors, the independent RIA, where Josh holds his Series 65 securities license. Tune in to hear behind the scenes details about how a large independent investment company navigated the most volatile month in market history while also dealing with pivoting quickly to staff and advisors having to start working remotely. It’s a fascinating story about how Prime Capital moved quickly to provide high-level attention and communication to its advisors & clients during a time of unprecedented upheaval.

In this episode, Josh & Jay welcome Tim Hakes, the President & Co-Owner of Prime Capital Investment Advisors. Tim reflects back on his long career to give a unique perspective on how financial advisors should be handling our current market crisis. We discuss the importance of relationships in an advisor’s practice, especially during a time of extreme change and volatility. Tim also talks about team building and how that played a significant role in Prime Capital’s quick response to the market crash, and how his company’s established tech proved vitality important to the staying productive during with the entire staff working from home.

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Prime Capital Investment Advisors
Qualified Plan Advisors

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