--- title: "Building a Collaborative Workforce in Financial Services with Gerald Goldberg" description: "One key element differentiating high-performing advisory firms is their ability to attract, develop, and retain the best people." url: https://www.milemarker.co/podcast/building-a-collaborative-workforce-in-financial-services-with-gerald-goldberg updated: 2024-06-11 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 47 · Jun 11, 2024 · 53 min # Building a Collaborative Workforce in Financial Services with Gerald Goldberg [**Gerry Goldberg***CEO & Co-Founder, GYL Financial Synergies*](https://www.milemarker.co/podcast/guests/gerry-goldberg) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode One key element differentiating high-performing advisory firms is their ability to attract, develop, and retain the best people. This translates into a workforce that is genuinely passionate about their work, leading to increased productivity and overall company success. While technology and investment strategies are critical for modern-day advisors, building a community within the organization is a strategic investment in the future. In this episode of The Connected Advisor, Kyle talks with Gerald Goldberg, CEO and Co-Founder at GYL Financial Synergies. In his role, Gerald provides the vision required to move the firm forward and the leadership necessary to deliver on GYL's core promise: to be a firm with a conscience that puts the client's interests first. Gerald provides advice on investment policy, asset allocation, investment selection, and wealth advisory services to corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. Gerald talks with Kyle about the importance of value propositions, community engagement, and technology integration in financial firms. He shares insights into the industry's current and future state and presents strategies for successful organic growth and client service. In this episode: - \[01:34\] - Gerald's money moment. - \[05:45\] - Why attorneys are great wealth advisors. - \[08:02\] - How GYL serves clients. - \[13:14\] - The importance of empowering employees toward philanthropy. - \[18:47\] - How GYL grows organically. - \[25:07\] - Technology’s role in modern-day advisory firms. - \[30:40\] - Why technology integration is important at GYL. - \[34:06\] - How GYL values partnerships. - \[38:26\] - Gerald's thoughts about the future of the industry. - \[40:35\] - What aging life care services are about. - \[46:50\] - Gerald's Milemarker Minute: best place to eat in Connecticut, travel destination, the most fulfilling part of teaching, and possible career outside advisory services. **Key Takeaways** - Building a community and engaging in philanthropic activities can enhance team morale, client satisfaction, and overall success. - Investing in technology integration and continually improving operational systems are crucial for scaling businesses, improving efficiency, and delivering exceptional client experiences. - Providing aging life care services and tailored family office solutions for clients with medium-sized wealth can address growing complexities in wealth management and ensure a holistic approach to financial planning. - Collaborating with industry peers, learning from best practices, and adapting to industry trends are key factors for success. **Quotes** \[08:47\] - "Let our family take care of your family. The foundation for what we do starts with three pillars: our clients, our team members, and our community." ~ [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/) \[13:42\] - "One of the key elements that will separate those who will be successful versus those who will not be is the ability to attract, develop, and retain the very best people. It's important to create a community where they're excited about getting up in the morning and being there." ~ [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/) \[25:22\] - "Technology is a critical building block for the modern-day advisor and advisory firm. You're not getting out of the dugout without having some effective tech stack that puts all the pieces together." ~ [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/) **Links** - [Gerald Goldberg on LinkedIn](https://www.linkedin.com/in/gerald-goldberg-4579483/) - [GYL Financial Synergies](https://gylfinsyn.com/) - [Focus Financial Partners](https://focusfinancialpartners.com/) - [AmeriCorps](https://www.americorps.gov/) - [Climate Corps](https://www.climatecorps.org/) - [Michael Lepore](https://www.linkedin.com/in/michael-lepore-a122a6153/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) - [Google Podcasts](https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode](https://open.spotify.com/episode/5pbp0Oj211VyYzCpZwUqHh?si=d7e6bd52d2c14e66) ## Episode 047 In this episode of Next Mile, [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/), CEO and Co-Founder at [GYL Financial Synergies](https://gylfinsyn.com/) discusses the importance of value propositions, community engagement, and technology integration in financial firms. He also shares insights into the current and future state of the industry and presents strategies for successful organic growth and client service. One key element differentiating high-performing advisory firms is their ability to attract, develop, and retain the best people. This translates into a workforce that is genuinely passionate about their work, leading to increased productivity and overall company success. While technology and investment strategies are critical for modern-day advisors, building a community within the organization is a strategic investment in the future. #### **Key Takeaways** Building a community and engaging in philanthropic activities can enhance team morale, client satisfaction, and overall success. Investing in technology integration and continually improving operational systems are crucial for scaling businesses, improving efficiency, and delivering exceptional client experiences. Providing aging life care services and tailored family office solutions for clients with medium-sized wealth can address growing complexities in wealth management and ensure a holistic approach to financial planning. Collaborating with industry peers, learning from best practices, and adapting to industry trends are key factors for success. #### **Quotes** \[08:47\] - “Let our family take care of your family. The foundation for what we do starts with three pillars: our clients, our team members, and our community.” ~ [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/) \[13:42\] - “One of the key elements that will separate those who will be successful versus those who will not be is the ability to attract, develop, and retain the very best people. It’s important to create a community where they’re excited about getting up in the morning and being there.” ~ [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/) \[25:22\] - “Technology is a critical building block for the modern-day advisor and advisory firm. You’re not getting out of the dugout without having some effective tech stack that puts all the pieces together.” ~ [Gerald Goldberg](https://www.linkedin.com/in/gerald-goldberg-4579483/) **The episode is available now on your favorite podcast platform:** [Apple Podcasts](https://podcasts.apple.com/us/podcast/building-a-collaborative-workforce-in-financial/id1691759257?i=1000658577924) [Spotify](https://open.spotify.com/episode/5pbp0Oj211VyYzCpZwUqHh?si=4722ec3484eb4d29) [YouTube](https://youtu.be/lljSrDrvGqE) [Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u/episode/OWI0ZGY0YjAtMjRlMy0xMWVmLThmMWEtYzNjNzhjYmNjMzEx?sa=X&ved=0CAUQkfYCahcKEwi46_vp3NOGAxUAAAAAHQAAAAAQCg) **While there, please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Gerry Goldberg***CEO & Co-Founder, GYL Financial Synergies*](https://www.milemarker.co/podcast/guests/gerry-goldberg) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 157 · Aug 11, 2026 · 27 min ### [The Power of Radical Hospitality in Financial Advice with Libby Buckley](https://www.milemarker.co/podcast/the-power-of-radical-hospitality-in-financial-advice-with-libby-buckley) Libby Buckley, Parable Wealth Partners Ep. 155 · Jul 28, 2026 · 32 min ### [How Behavioral Data Creates Better Client Relationships with Julie Littlechild](https://www.milemarker.co/podcast/how-behavioral-data-creates-better-client-relationships-with-julie-littlechild) Julie Littlechild, Absolute Engagement Ep. 146 · May 26, 2026 · 36 min ### [How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan](https://www.milemarker.co/podcast/how-modern-rias-can-scale-fast-with-vib-arya-and-sean-meighan) Vib Arya, Sean Meighan, Envestnet