Navigating Personal and Professional Change with Lori Hardwick, CEO of Wealth Tech at Red Rock Strategic Partners

Lori Hardwick is the CEO of Wealth Tech at Red Rock Strategic Partners. With 25 years of experience in the wealth tech industry, Lori is known for her intense passion for continuous improvement on behalf of financial advisors and their firms. She currently serves on several boards, including the Strategic Advisory Board for Genstar Capital, the Board of Directors for Riskalyze, and more.

In 2017, Lori co-founded Advisor Innovation Labs, where she built systems of engagement for financial advisors and their clients. Lori has been recognized as a “Winner in Wealthtech†by Wealth Management Today, a “Woman to Watch†by InvestmentNews, and one of Investment Advisor Magazine’s “25 Most Influential People in the Financial Industry.â€

Here’s a glimpse of what you’ll learn:

• Lori Hardwick explains how she got started in the wealth tech industry
• Lori’s experience heading an RIA channel while balancing work and motherhood
• How did Lori navigate unforeseen events during her leadership?
• Lori’s transition to COO at Pershing—and what she learned from that position
• The risks and successes Lori experienced while launching her own company
• Lori talks about serving on the boards of Genstar Capital, Riskalyze, and several other organizations
• How to effectively implement diversity and inclusion initiatives into your company’s talent acquisition and succession planning
• Lori shares her future career plans

In this episode…

Developing your career comes with its fair share of change, mistakes, and successes. As Lori Hardwick says, it’s all about taking chances and learning what works for you—and what doesn’t. So, how can you continue to grow in your industry after each milestone? What action steps should you take to reach your professional and leadership goals?

Lori has experienced many transitions throughout her career and, as a result, has taken many risks. With 25 years in the industry and experience with a variety of companies, Lori is an expert at navigating change both personally and professionally. Now, as an established leader in her industry, she is here to share her advice on how to learn from your mistakes, take chances, and accelerate your career growth.

In this episode of Level Up, Nick Araco talks with Lori Hardwick, the CEO of Wealth Tech at Red Rock Strategic Partners, about career development in the wealth tech industry. Lori shares the lessons she learned while accelerating her career, her strategies for approaching unforeseen circumstances as a leader, and why taking risks is essential for professional growth. She also reveals her tips for creating impactful change through diversity, leadership, and team engagement. Stay tuned.

Resources Mentioned in this episode

• Nick Araco on LinkedIn
• AchieveNEXT
• Lori Hardwick on LinkedIn
• Red Rock Strategic Partners
• Genstar Capital
• Cetera
• Riskalyze
• Nuveen
• Pershing
• Brinker Capital Investments
• Envestnet
• Robyn Pollack
• Edward Kelly on LinkedIn
• Michael Zebrowski on LinkedIn
• Ami Tully Lotka on LinkedIn
• Gerald Hassell on LinkedIn
• Brian Shea on LinkedIn
• Lisa Dolly on LinkedIn
• Aaron Klein on LinkedIn
• Bill Crager on LinkedIn
• Woo, Wow, and Win: Service Design, Strategy, and the Art of Customer Delight by Thomas Stewart and Patricia O’Connell
• Cheryl Nash on Level Up
• Bryan Lapidus on Level Up
• Alan J. Kaplan on Level Up
• Nikki DiCaro on Level Up

Sponsor for this episode...

This episode is sponsored by AchieveNEXT, subscription-based peer advisory networks for emerging and C-Suite leaders from across North America, and includes The CFO Alliance and The CHRO Alliance.

Join the Network that has connected more than 8,000 Modern Finance and HR leaders representing middle and emerging enterprises from diverse industries and markets.

If you are an HR or financial leader with a need to connect to your peers and share ideas while learning best practices and market trends, visit us on the web at www.achievenext.com or check out our blog for more resources on how to take the next step in your journey.

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