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Lou Mayori
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Oct 16, 2026
Lou Mayori: Fintech Founder to AssetMark CEO & Leadership Secrets
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21:06Chad CoeHOST
And I want you to share with us, if you will, what does that evolution mean to you? And what are your immediate priorities as chairman and group CEO in this new era?
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21:21Lou MayoriGUEST
It was the original founder's idea, which was to help advisors convert from commission-based to fee-based and then provide the capabilities to implement the investment decisions, right? That's turnkey asset management platform for those that don't know what that stands for.
11 MINS LATER
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33:07Chad CoeHOST
So at the recent AssetMark conference, Beyond the Noise, which, by the way, I thought was fantastic, the core theme was what specific resources and operational capabilities is AssetMark deploying right now to help its advisors cut through the industry noise and grow their practices organically?