Insights & Resources Podcast Library

Business Briefing Podcast: Ron Albahary - October 2015. The importance of collaboration and adviser leadership.

Ron Albahary, CFA, Chief Investment Officer


Every Sunday at 4:00pm, Brian Bushlach brings the “voice of the private sector” to KXL. Business Briefing is all about business, from mom & pops to major retailers. Brian goes in-depth each week to share success stories, challenges, and visions from our local business leaders. The engaging first hour is followed by another hour of expert insight from top economists, CPA’s, attorneys and bankers to help our audience of business owner and decision makers navigate these challenging times.

In this episode, Ron Albahary, Chief Investment Officer at Threshold Group, shares his views on the role of adviser leadership when navigating to meet client goals and objectives, alignment of purpose, setting and meeting client expectations, mentoring associates, don't be afraid to fail, and the significance of  personal contact and meeting face-to-face with clients.

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