Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Sean Heron, Business Development Officer at Glenmede, discussing: Glenmede’s history and evolution from a single-family office to an investment company with offices all over the country Why active management and a flexible, repeatable process are the core … Continue reading Episode 9 – Client Needs Come First – with Sean Heron →