As a leader, I try not to take myself too seriously. ... Because I want to make sure that everyone's comfortable engaging with me. When I go get lunch, I talk to everyone in the cafeteria, regardless of their role, and regardless of what they do, and I want them to view and see me as someone approachable, as someone that they can talk to and engage with.

Terrance Williams

Mike Prior

Businessman using a computer to manage investments

Article

October 02, 2023

Enhancing Your Wealth Management Program’s Digital Presence

by Mike Prior

4 minutes

business man adjusts buttons with dollar signs

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August 07, 2023

Simplifying and Accelerating Your Wealth Advisory Business

by Mike Prior

5 minutes

Businesswoman in formal wear reviews investments

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July 20, 2023

Top Priorities for Credit Union Wealth Management Leaders

by Mike Prior

5 minutes

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Mike Prior

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