324 | Matthew Fleissig | Adapting to Change: Leading Teams and Clients in the Evolving Financial World

The Greatness Machine

Darius Mirshahzadeh

Entrepreneurship, Education, Business

5 • 962 Ratings

🗓️ 1 January 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

After an extensive career in the financial industry, Matthew now serves as a key figure at Pathstone, where he leads with a commitment to integrity, strategy, and client-first solutions. In this episode, Matthew shares insights from his journey at Pathstone, diving into the firm’s unique approach to wealth management and how they’re reshaping the financial landscape. He discusses the lessons he has learned about building trust with clients, leading teams with purpose, and adapting to the ever-evolving financial world. Matthew also reflects on how Pathstone's client-centric model continues to drive long-term success and create lasting impact for families and institutions alike. In this episode, Darius and Matthew will discuss: (00:00) Introduction to Pathstone and Matt Fleissig (02:02) Matt's Journey: From Computer Nerd to Wealth Management (05:55) The Birth of Pathstone: Vision and Early Days (09:57) Understanding Family Offices and Pathstone's Unique Model (14:05) Client Profiles: Ultra High Net Worth and Family Offices (18:01) Innovative Services: Unbundling Wealth Management (21:47) Scaling the Business: Technology and Automation (26:00) Entrepreneurial Growth: Pathstone's Rapid Expansion (30:12) Maintaining Vision: M&A and Future Directions (30:42) Understanding Wealth Management Scale (34:06) The Evolution of Leadership in Growing Firms (35:15) Reinventing Leadership for Growth (38:32) The Role of Private Equity in Growth (40:28) Creating a Culture of Ownership (48:22) Integrating Diverse Talents and Cultures (54:34) Future Trends in Wealth Management Matthew Fleissig is the CEO and co-founder of Pathstone, The Family Office, serving families, family offices, and foundations. He leads the firm’s strategic vision and innovation and serves on the Investment Oversight Committee and Executive Leadership Team. Previously, Matt was President of Pathstone and held roles at Harris myCFO and The Ayco Company, advising high-net-worth clients on investments and financial planning. Connect with Matthew: Website: https://www.pathstone.com/ LinkedIn: https://www.linkedin.com/in/fleissig/ Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:30.0	Welcome to The Greatness Machine. I'm your host Darius from Shazda. I'm so pumped to have you
0:34.0	hear with me. And listen, the greatness machine were about two things. Number one, people were living their passions.
0:39.6	And number two, those who are creating greatness in the world and doing both of these things
0:43.4	despite the odds against them.
0:45.2	Each episode, we're going to feature interviews with game changers, business leaders,
0:48.8	telling us their origin stories, what made them tick, what got them to where they are now.
0:53.0	Why? So it can help you step
0:54.5	into your greatness within your life, your business, and your career. Occasionally, you might
0:58.9	hear a few solo episodes for myself, more as I say, as I leverage my 20 years of entrepreneurship as
1:03.8	a CEO and founder to help you grow and level up in your journey to scale your life and your
1:08.4	business. So come be a fly on the wall, enjoy the conversation, and I'm stoked to have you hear
1:13.2	with me.
1:16.4	Guys, welcome to this episode of The Greatness for Shamios Darius Meshazza and boy, do we have a special
1:19.9	because Matt Fleissig is in the house.
1:21.6	What's up, Matt?
1:22.7	Hey, what's happening?
1:24.8	Oh, man, I always tell people, don't play me at more than one time speed for the
	...

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