• Season 2, Episode 4 - Rewind Wednesday : Interview With John Creekmur

  • Oct 9 2024
  • Length: 40 mins
  • Podcast

Season 2, Episode 4 - Rewind Wednesday : Interview With John Creekmur

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  • Summary

  • Welcome Back! In Season 2 we are revisitng some of our favorite episodes for all our new listeners, this is REWIND WEDNESDAY!

    In this episode, Rod and Brian interview the Founder and President of Creekmur Wealth Advisors. This highly successful business has grown since its inception to now serving over 1700 client households, managing over $420M of assets, and advising on $1B.

    Episode Summary:

    John shares how better understanding, acting on, and actively managing their culture like an investment has created differentiation and much success. He describes his organization’s culture with this simple formula.

    Culture = The sum of all the decisions all of his employees make to serve people

    Join us for this real-life success story of an organization deciding the best way forward was to chart a different course than others.

    Whiteboard Notes:

    Reflection Questions:

    • What concept or idea that John shared:
      • Reinforces something you are currently doing to navigate business culture effectively?
      • Presents a new/different perspective that is worthy of further discussion for possible execution?
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