Leadership Through Crisis Part 3: Glenn Spencer

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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 Glenn Spencer, the CEO of Prime Capital Investment Advisors. Glenn has a long and varied executive career in the financial services industry, and played a significant role in getting Prime Capital’s business continuity plan established, which lead to the company being ready to go remote on “Day 1”. We also discuss Glenn’s views on leadership and the unique situations and decisions he’s faced as a CEO of a large independent RIA. Glenn also shares the positives he’s taken away from this crisis, including a renewed bonding with his family.


Prime Capital Investment Advisors
Qualified Plan Advisors

If any of these topics apply to your situation, we can help! Reach out to us at 251-327-2124, or email [email protected]


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