{"podcast":{"title":"The UHNW Institute Podcast","slug":"the-uhnw-institute-podcast-6883548","podcast_index_feed_id":6883548,"rss_url":"https://feeds.captivate.fm/the-uhnw-institute-pod/","website_url":"https://www.uhnwinstitute.org/","image_url":"https://artwork.captivate.fm/bab8bd7e-6928-4462-9e91-4800b3db986d/5Eb2uym2uccENiBv8pRVCOct.jpg","author":"The UHNW Institute","episode_count":29,"summary":"THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financial, investment, governance, estate planning, philanthropy, risk management, leadership, learning and development, health and wellness and family dynamics of the UHNW.","last_synced_at":"2026-07-06T12:18:26.524376+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548"},"episode":{"title":"Exploring the Collegium and Practice Management Council","slug":"exploring-the-collegium-and-practice-management-council","published_at":"2025-04-01T06:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/exploring-the-collegium-and-practice-management-council","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://podcasts.captivate.fm/media/65f3462b-ba65-4ae3-a278-592cce330bac/CollegiaReportsEpisode-StephandJamie-1.mp3","summary":"In this episode of the Ultra High Net Worth Institute Podcast , guest host Jamie McLaughlin sits down with Stephanie Gromek , Managing Partner at BBR Partners, to discuss the origins and purpose of the Collegium and the Practice Management Council within the Ultra High Net Worth Institute. They explore how these initiatives create valuable learning environments for business leaders, advisors, and wealth managers, while also fostering collaboration among industry professionals. Key Topics Discussed: 1. The Origins and Purpose of the Collegium The Collegium was born out of a panel discussion moderated by Jamie in 2018. Aimed at creating a safe, conflict-free space for industry leaders to share insights and best practices. Addresses the need for unbiased, independent information in the ultra-high-net-worth sector. The Collegium synthesizes discussions into a formal report to advance industry knowledge. Transitioned from virtual during the pandemic to in-person in October 2023 and 2024 . Upcoming Collegium VIII will be held virtually on April 23rd & 24th, 2025 . 2. The Role of the Practice Management Council Led by Stephanie Gromek, the council helps industry players learn and share best practices . Focuses on how business leaders can build sustainable firms that meet the evolving needs of wealthy families. Organized around five key pillars : Human Capital : Attracting, retaining, and developing talent. Sales & Marketing : Growing businesses with effective strategies Business Management : Aligning profitability, capital structure, and strategy. Technology : Enhancing operations and client service through innovation. Integrated Wealth Management : Delivering across the 10 domains of wealth management 3. Structure of the Practice Management Clinics Expert-led panels…","meta_description":"In this episode of the Ultra High Net Worth Institute Podcast , guest host Jamie McLaughlin sits down with Stephanie Gromek , Managing Partner at BBR Part…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1456,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/exploring-the-collegium-and-practice-management-council/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/exploring-the-collegium-and-practice-management-council.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}