e009 Financial Leadership with Dave Gramlich

7/17/2017

This week we explore the Financial Leadership that Dave Gramlich brings to his clients.

They say that money doesn’t buy happiness, but sound financial security can ease a lot of pain and discomfort and make a world of difference. Our guest has made a long and successful career by helping people with planning and managing their financial world. He’s been called the “King Maker” due to his ability to navigate the world of finances, minimize risks and maximize returns for his clients.

Dave Gramlich and his partner formed Howe & Gramlich Wealth Management Inc., in 2000. The firm has grown to now manager over $110 Million for approximately 500 families. They take an all-encompassing approach to wealth management, including risk management, investment management, tax and estate planning.

Join us to hear how Dave built this business, how engaged he is with his clients and how he maximizes Financial Leadership for his clients and what benefits that provides in their lives.

Links:
Dave Gramlich on LinkedIn: linkedin.com/in/david-gramlich-64840844
Dave Gramlich on Twitter: @dgramlich2
Dave Gramlich’s Email: daveg@howeandgramlich.com
Howe & Gramlich Wealth Management website: http://howeandgramlich.com
Ubiquity Leadership Coaching: www.UbiquityLeadership.com

Next Week’s Show: Women Leaders with SheEO Founder Vicki Saunders

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Angry Boss 68
Artificial Intelligence: 56
Arrogance 64
Authentic Leadership: 52, 76
Aviation: 37, 69
Assessment: 54
Body Language: 80, 81
Boundless Leadership 71
Coaching: 24, 36, 75, 76, 83
Collaboration: 50
Communication: 80, 81, 86, 87
Community Leadership: 15
Compassion 65
Controlling Bosses: 30
Crisis: 90
Culture: 82
Customer Experience: 4, 9, 25, 49, 69
Distributed Leadership: 5, 53
Diversity: 3, 21, 53
Drive: 33
Ethical Leadership: 36
Emotional Intelligence: 48, 85
Entrepreneurship: 4, 23
Execution: 31
Facilitation: 91
Favouritism: 60
Fear Monger Bosses: 51
Financial Leadership: 9
Generational Change 66
Grounded Leadership: 57
Habits: 89
Harassing Bosses: 42
Healthcare Leadership: 14
High Performance: 3
Human Resources 18, 70
Imposter Syndrome 76
Indecisive Bosses: 34
Influence: 79
Innovation: 2, 17, 19, 49, 56, 58
Inspiration: 3, 8, 12, 19, 21, 22, 33, 35, 37, 41, 46, 50, 69, 70
Intolerable Bosses 29, 30, 34, 38, 42, 47, 51, 55, 60, 64, 68, 73
Introvert Leaders: 27
Language of Leadership: 87
Leadership Mindset: 11, 16, 22, 28, 35, 48
Leadership Philosophy 72, 84, 78
Leadership Styles: 84
Legal & Law Leadership: 43
Limitations: 39
Making A Difference: 32
Measuring Leadership: 54
Micromanagement: 47
Millennials: 6, 11, 17, 66, 75
Military: 40, 43, 61
Mindfulness: 20, 39, 35, 44, 48, 88
Moody Boss 73
Networking: 62
New Leaders 75
Non-Profit Leadership: 16
Onboarding 75
Organizational Change: 41, 57
Paradigm Shift: 78
Performance Management: 18
Perseverance: 3, 8, 39, 46
Recruitment: 82
Resilience: 3, 8, 39, 46, 76, 85
Remote Work 100
Results: 89
Risk Management: 61
Sales Leadership: 26
Servant Leadership: 1, 19, 83
Software: 7, 18
Spiritual Leadership: 44, 45, 48
Storytelling: 59
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Stubborn Bosses: 38
Team Building 67
Transformation: 24, 28, 48
Truth: 45, 78
Veteran Leadership: 13
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Visionless Bosses: 55
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