The Whitnell Way
Insights For Business Owners, Executives And Affluent Families
Viewing Blogs by Patrick Hickey
Whitnell’s Response To The COVID-19 Global Pandemic
Family First—Now More Than Ever
As I draft this message in late March of 2020, the COVID-19 pandemic continues to cast a long shadow worldwide. More than 400,000 people have been infected across the globe and several thousand have passed away. This is a trying time and our thoughts and prayers are with those who have been impacted by this terrible disease.
More than anything, this is a time to live out our values. At Whitnell, family-first is more than just a nice idea. It has been our mission since our founding and despite the global pandemic, we remain committed to family-first. We have taken numerous steps to protect our clients’ families and our own families. In that spirit, I wanted to pass along some information about how we’re responding to this crisis.
Leading Independent Minds In Uncertain Times
How To Influence Unity In Businesses, Teams And Families Even When We Cannot See The Future
One of the best parts about leading an RIA firm is the independence. I love that our people get to think their own thoughts and make recommendations based on their own judgement. We encourage this. However, it is not without challenges. Independent people who come from different backgrounds, life experiences and generations rarely see things eye-to-eye. This introduces the opportunity for conflict and emphasizes the need for leadership to create unity.
I’ve been reflecting on this as it relates to who we serve. I believe we are all, in one way or another, leaders. It might be in family, in business, on a sports team, in a charity or even a religious organization. All of these groups have diverse people who may not align on everything. But the question becomes, “How do we lead?” Here are some ideas for influencing unity when leading independent people.
Leadership Lessons I Learned From My Parents
How Their Values Shaped The Leader I’ve Become Today
In January of 2019, I became CEO of Whitnell. I consider it a great privilege, and a great responsibility, to lead Whitnell into our next phase of growth. Leadership is, in fact, a topic that is important to me. I see all sorts of examples today of what it means to be a leader. My colleague Bob Peckenpaugh wrote an article called why we need leadership now more than ever. I think he’s right. We do need good leaders that we can trust and count on. We need leaders with visions and realistic plans and a willingness to keep executing even through adversity.
I aspire to be that kind of leader. I believe it’s important for leaders to be clear about their motives, why they do what they do. I can think of no better way to explain why I do what I do than to tell you about my parents. Their example shaped me into the leader I am today. Here are leadership lessons I learned from watching them.
Please Welcome Patrick Hickey As Our New CEO
“Keep The Culture, Grow The Firm” – That’s His Vision
Whitnell is pleased to announce that Patrick Hickey, a seasoned wealth management leader, is taking over as CEO in January of 2019. Changes in leadership can sometimes produce anxiety for people, particularly if they are already happy with how things are going. The Whitnell organization has a strong commitment to being transparent and forthright in our communications. So we want you to know what’s coming down the road and how we believe this will benefit you. We believe great things are ahead.