41. Well-th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent Advisors

Fitness woman exercising on a spinning cycle in gym.

We’re thrilled to welcome Abby Salameh In The Suite. Abby is a go-getter whose family-comes-first-mentality helped guide her next chapter of life. Three weeks from the date of this original podcast recording, Abby Salameh, then Chief Marketing Officer, announced her departure from Hightower Advisors.

What she told Ian Wenik of CityWireRIA is: “This was a very personal decision. Taking a reset to focus on family first, with three teens at home in this pandemic, has brought me to really think about what is important and what I want to do next.”

Throughout this episode, Abby touches upon life during the pandemic while being a wife, a mom of three teenagers, and a daughter of aging parents. We also talk about working alongside industry greats such as Bob Oros, Chairman and CEO of Hightower, Tom Bradley, at TD Ameritrade Institutional, and the amazing Suzanne Siracuse, In the Suite guest for Episode 28, the former CEO and Publisher of InvestmentNews.

Prior to her role at Hightower Advisors, Abby spent nearly 6 years as CMO at Private Advisor Group, a Hybrid RIA solution for independent advisors with over 600 advisors nationwide. In her tenure at Private Advisor Group, Abby headed brand strategy, marketing, advertising, public relations, sponsor relations, and advisor engagement. She was also responsible for acquisition strategy, advisor programs- conferences, events, webinars, focus groups, study groups, relationship management and strategic relations. 

Before that, Abby spent 5 years at TD Ameritrade Institutional as Head of Institutional Marketing. That’s not all, her epic resume continues because she was VP at InvestmentNews for 7 years.

In this episode, Abby shares her thoughts on establishing your vision, what questions to ask to make it happen, how to build a work culture that people enjoy working, and so much more. We talk about how so much has changed due to Covid-19, from remote working to advances in technology to Abby’s entire mindset.

Since the start of Covid-19, Abby’s own definition of wealth has evolved. In the last year, she shifted her focus completely and reprioritized what’s important to her. 

“Being wealthy to me now means giving my aging parents a hug, seeing my teenage children surrounded by friends, or playing the sports that they love. Watching my high school senior go to prom,” she tells us. “And to me, wealth, rebalance now really reflects the simple things in life that money can’t buy.” 

What’s the next step? No matter what, she perseveres and walks forward, one step at a time.

“I’ve always enjoyed growth-minded organizations that have a desire to build and grow. And that’s just who I am,” Abby says. “I love pushing things forward. I love moving the needle.”

Don’t miss Abby’s tips throughout the episode if you’re searching for what’s best for you and your family. Utilize these three strategic concepts to help you grow. 

  1. Establish your vision. Ask yourself a view question to flesh it out. Do I believe and what the end goal is? Do I want to be part of creating that end goal? Will I have a seat at the table where my voice is heard? Am I part of that dialogue and conversation? Can I see myself working with these people and collaborating to create something unique? 
  2. You don’t have to go to every in-person event. Struggling into getting back into live events? Building community is important, but you don’t have to attend every single event. Abby’s advice is to a) Make sure there is something to learn from attending this event, and b) the attendees of the event are people that you would want to be able to see.
  3. Virtual team building can uplevel a team. Here’s the thing, not all team-building exercises have to be work-related. In fact, Abby says many of the best events have nothing to do with work. It’s a team effort so see what the team has to say and what interests them, from painting classes to garden volunteerism.  “We’ve come up with some really fun ideas and ways to have fun together.”

Show Notes: 

Today’s episode of In The Suite with Abby Salameh is all about the simple things in life that money can’t buy. Freedom, family, love, a sense of adventure.

Three weeks from the date of this original podcast recording, Abby Salameh announced her departure from Hightower Advisors. What she told Ian Wenik of CityWireRIA is: “This was a very personal decision. Taking a reset to focus on family first, with three teens at home in this pandemic, has brought me to really think about what is important and what I want to do next.”

In this episode, Abby shares her thoughts on establishing your vision, what questions to ask to make it happen, how to build a work culture that people enjoy working, and so much more. We talk about how so much has changed due to Covid-19, from remote working to advances in technology to Abby’s entire mindset.

No matter what, she perseveres and walks forward, one step at a time.

“I’ve always enjoyed growth-minded organizations that have a desire to build and grow. And that’s just who I am,” Abby says. “I love pushing things forward. I love moving the needle.”

Join the conversation to hear about:

  • Welcome Abby to In the Suite (05:30)
  • The 2-point criteria for attending in-person events (09:15)
  • What is a rebrand? (12:40)
  • Reprioritizing wealth and what it means to have wealth (16:20)
  • Abby’s tip for women who want to dive into C-Suite Leadership (21:10)
  • From finance to publishing: expanding her roles (27:05)
  • Establishing your vision and the questions to ask to make it happen (29:40)
  • Building a work culture that people actually want to work in (34:50)
  • Leveraging testimonials in the finance industry (39:25)
  • How to get in touch with Abby (45:50)

Referenced Materials

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