New Podcast Episode – Exploring the Collegium and Practice Management Council

The UHNW Institute is pleased to share the latest episode of the UHNW Institute Podcast, featuring guest host Jamie McLaughlin in conversation with Stephanie Gromek, Managing Partner at BBR Partners. This discussion examines the role of the Collegium and the Practice Management Council, two initiatives designed to elevate professional development and collaboration in the ultra-high-net-worth space.

Key Takeaways from the Discussion:

• The Collegium’s Role in Industry Advancement – Established in 2018, the Collegium provides a confidential, peer-driven environment for wealth management professionals to exchange ideas and shape best practices. Past discussions have directly influenced firm strategy, service models, and client experience in the UHNW space.
• Challenges in Scaling UHNW Firms – As demand for integrated advisory services grows, firms must balance growth with maintaining a high-touch client experience. Thought leaders are focusing on strategies to scale without losing intimacy, a key theme from Collegium VII in October 2024.
• The Five Pillars of Practice Management – The Practice Management Council, currently chaired by Stephanie Gromek, design and structure the UHNW Institute’s Practice Management Clinics and other practice management related materials. This programming and content are built around the areas of human capital, service, sales and marketing, business management, and technology.
• Looking Ahead: The 2025 Virtual Collegium in April 2025 – The next Collegium will focus on business sustainability, profitability, and capital structure, with structured breakout discussions and expert insights tailored to the needs of UHNW firms.

Listen to the full conversation on Apple Podcasts or Spotify.

Learn more about Practice Management Clinics here and sign up for the virtual collegium here.