Shows
Red Rocks AustinAfterthoughts Podcast | How to be a Kingdom Conduit with Eric Hehman - Ep. 63Business leader Eric Hehman sits down to discuss Kingdom-building and the importance of being a vessel, not a vault.2024-11-2000 min
Managing Your PracticeFrom Intern to CEO: The Roadmap for a Successful Internal Succession PlanEvery founder of a financial advisory firm will at some point face the question of succession. If looking internally, who is the heir apparent and when should they begin handing over the reins? The process can take years and may be difficult to navigate for the founder and successor. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Eric Hehman, CEO of Austin Asset, to talk about his journey from intern to CEO and the successful succession plan he helped develop along the way.2021-12-0846 min
Opinion Science#25: Geography of Bias with Eric HehmanDr. Eric Hehman studies the geography of bias. Lots of research has looked at the prejudice that lives in an individual person’s head, but Eric looks at the average amount of bias in particular location. On average, some counties have more implicit bias than others, and some states have more bias than others. But what does it mean? That’s what Eric and I talk about this week!Things we mention in this episode:Zippia’s collection of fun maps, including Thanksgiving sides, pickle fandom, and sandwich preferences. Regional implicit biases are rel...2020-11-2346 min
The Charlie Grimes PodcastChristian leaders in the sport of football, with Eric Hehman and Joel Penner.Welcome to Episode #37 of the Encouragers United Podcast.
American football is consider to be the most popular sport in the United States. Participants and fans enjoy all levels of the game, from professional and college football, high school and youth programsl. As of 2012, nearly 1.1 million high school athletes and 70,000 college athletes play the sport in the United States annually. The National Football League, the most popular American sport governing body, has the highest average attendance of any professional sports league in the world. Its championship game, the Super Bowl, ranks among the most-watched sporting events in the wor...2020-08-1048 min
COO SocietyThe COO Roundtable Episode 18
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
https://coosociety.com/wp-content/uploads/2020/06/Ep-18-1-Final.mp3
In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive Officer and Principal of Austin Asset. EP Wealth Advisors manages $6B of AUM across 14 offices with their headquarters in Torrance, California. Managing over $1B in AUM, Austin Asset is aptly headquartered in Austin, Texas. As the country adjusts to “the new normal,” Matt, Steven, and Eric discuss how crucial the COO posi...2020-06-0400 min
The COO RoundtableEP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin AssetIn the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive Officer and Principal of Austin Asset. EP Wealth Advisors manages $6B of AUM across 14 offices with their headquarters in Torrance, California. Managing over $1B in AUM, Austin Asset is aptly headquartered in Austin, Texas. As the country adjusts to “the new normal,” Matt, Steven, and Eric discuss how crucial the COO position has been in successfully keeping firms running now and in the future. Other topics of conversation include:
Background on their re...2020-06-0348 min
AICPA Personal Financial Planning (PFP)Succession planning: Tips from Generation 2 {PFP Section}Guests: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 2 (G2) members, Chris Benson and Eric Hehman, about succession planning for personal financial planners, including: The business models and background of each’s succession planning experience How the succession planning process was initiated and what happened next Balancing formal and informal elements of the succession plan development Discussion of the timeline and shift in roles and responsibilities during transition The importance of open and honest communication with the G1 successee How succession fits with your life plan Lessons learned and actionable ta...2020-03-0648 minAICPA Personal Financial Planning (PFP)Succession planning: Tips from Generation 2 {PFP Section}Guests: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 2 (G2) members, Chris Benson and Eric Hehman, about succession planning for personal financial planners, including: The business models and background of each’s succession planning experience How the succession planning process was initiated and what happened next Balancing formal and informal elements of the succession plan development Discussion of the timeline and shift in roles and responsibilities during transition The importance of open and honest communication with the G1 successee How succession fits with your life plan Lessons learned and actionable ta...2020-03-0648 min
Two Psychologists Four BeersMeasurement Schmeasurement (with Jessica Flake)Jessica Flake joins Mickey and Yoel to talk measurement. What is it, how do you do it well, and do social psychologists care about it? What does measurement theory tell us about the validity of standardized tests like the GRE? Jessica also talks about how she went from high-school dropout to professor at McGill.
Bonus: what the hell is Kentucky Gentleman?Special Guest: Jessica Flake.Links:Brasserie Harricana, Montréal, Quebec, Canada | RateBeerJK Flake 📈📏 on Twitter: "What? The GRE is not a face valid measure of quantitative + verbal reasoning? These discussions are off the...2019-10-161h 20
MANUPTestify : Eric Hehman Testify is a recurring series led by the men from MANUP. The psalmist David said, "Let the redeemed of the Lord tell their Story" and that's what we're doing. Our prayer is that their stories of redemption, salvation, and healing become your story too. 2018-06-1430 min
Financial Advisor SuccessEp 010: From Unpaid Intern to CEO and Successful Succession Planning with Eric HehmanIn this interview, Eric gives us some background about Austin Asset today and its incredible growth since he joined the firm in 1997. He shares candidly about how he and his mentor John Henry McDonald complemented each other as they navigated the challenges of a growing firm. While we discuss the nuts-and-bolts of succession planning, we also touch on the oft-ignored emotional aspects of such a transition. Eric also talks about the book he co-wrote on the subject, Success and Succession, which he hopes will make this natural part of the industry less lonely and more navigable fo...2017-03-071h 49
Between Now and SuccessThe Mechanics of Succession Planning With Envestnet's Jay HummelHave you planned as effectively for the transfer of your business as you have for the financial lives of your clients? In part II in our series on succession planning, (see part I here with Tim Kochis), my guest Jay Hummel continues the conversation and we discuss the operational and financial details of making a smooth transition.
Jay, along with Tim Kochis and Eric Hehman, is the co-author of a new book on succession planning titled, Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space.
As a senior VP i...2015-11-0854 min