Weathering the Storm: Starting an RIA Amid Economic Uncertainty
What Matters Podcast What Matters Podcast
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 Published On Dec 28, 2023

Michael Hirthler is a seasoned financial expert and the Founder/Chief Investment Officer of Jacobi Capital Management. With over 35 years in finance, his journey began in 1985 at Thompson McKinnon Securities. In 2008, he founded Jacobi Capital Management, focusing on objective, fee-based investment advice. Michael's innovative approach, encompassing The Jacobi Method™, blends disciplines like behavioral economics and finance.

In this What Matters Podcast episode, Michael delves into his investment journey, highlighting the impact of his background. He unveils the Jacobi Method™, a cornerstone of his firm's success, and shares strategies driving Jacobi Capital Management's growth. Michael underscores the significance of organic growth and talent acquisition for fostering a robust team and culture. The conversation extends to the firm's future vision and the role of AI in wealth management.

Topics include:
The secret behind the success of Jacobi Capital Management
Michael explains the firm’s NZS (non-zero sum) culture
The challenges of being a target for recruitment in a small town
Success strategies for wealth management
The importance of acquiring high-character individuals
What the future looks like for Jacobi Capital Management
Michael looks back navigating economic challenges in 2008
The value of continuous learning and adaptation in the financial industry
And other topics…

Connect with Michael:
Website: https://www.jacobicapital.com/
LinkedIn:   / michael-hirthler-1561748b  

More about What Matters Podcast:
YouTube:    / @podcastwhatmatters  
LinkedIn:   / what-matters-podcast  
Facebook:   / whatmatterspod  

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