Meet the RIA: Halbert Hargrove
From Meet the RIA by Asset TV
April 10, 2026 · 8 min · Season 7 · Episode 51
About this episode
JC Abusaid discusses the evolution of Halbert Hargrove and the importance of succession planning and company culture.
JC Abusaid, CEO and President of Halbert Hargrove, reflects on the firm’s evolution from a small practice in the 1980s to a more strategic, growth-oriented RIA focused on long-term sustainability. He shares how turning down an acquisition offer became a defining moment—sparking a renewed commitment to succession planning, culture, and building a firm designed for the future.
People in this episode
Guest: JC Abusaid
Topics covered
- firm evolution
- succession planning
- company culture
- growth strategy
- long-term sustainability
Keywords
- Halbert Hargrove
- JC Abusaid
- RIA
- succession planning
- company culture
- growth strategy
- 1980s
Mentioned in this episode
Organizations: Halbert Hargrove
More episodes of Meet the RIA
- Meet the RIA: Amplius Wealth Advisors · June 4, 2026 · 6 min
- Meet the RIA: DanDarah Wealth Management · June 4, 2026 · 10 min
- Meet the RIA: Forum Financial · May 29, 2026 · 6 min
- Meet The RIA: Verum Partners · May 29, 2026 · 9 min
- Meet the RIA: Alera Group · May 27, 2026 · 7 min
- Meet the RIA: Nucleus Advisors of Hightower Advisors · May 22, 2026 · 10 min
Explore listener stats, chart rankings, contacts and more on the Meet the RIA podcast page.