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.
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Toughest Call with Chaz Thorne
On Toughest Call, leaders tell entertaining 20-minute stories about their most difficult career challenge.
How did they make the 'tough call'?
What would they do differently if faced with the same decision again?
This podcast is a chance to reflect on your own leadership and ask yourself,
"What would I have done?"
Hosted by Chaz Thorne, Competitive Strategist with OnePagePlans.ca.