This podcast features Ron Joelson, former Executive Vice President and Chairman, Northwestern Mutual Investment Management Company, who also served as the firm’s Chief Investment Officer. He’s now on the Advisory Board for Socium Advisors, which is recognized as one of the top financial advisory firms in the country.
Key points:
- Ron’s experience includes working as a senior consultant with Northwestern Mutual field offices, teams and clients to share his extensive experience and insights into the General Account and its impact on product value, performance and in helping clients achieve financial security. He also served in leadership roles at Prudential Financial and Genworth.
- Ron shares some the advice he gives young leaders on the topic of mindful of behavior and behavioral patterns as they pursue their vision of success.
- “An Unexpected Journey into the Heart of God” is the name of the book Ron wrote about his journey of spiritual discovery. He says Christian faith is foundational to how he performed in his role as a leader at Fortune 100 and Fortune 500 companies.
- Ron participated in a program called Project Uplift, which brings together women of color to dialogue with leaders in the financial services space to enhance their acumen and visibility. He shares what that experience was like and type of advice he shared with the participants.
- One of Ron’s hidden skills is his talent for magic, and he shares some of his tricks with Phil and Greg.
- Ron’s book, an Unexpected Journey into the Heart of God, is available on Amazon.
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https://www.linkedin.com/in/ronald-joelson-856a0923/
Ron@Joelson.net
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The Sea Captain Way for Financial Advisors
