Laurie Stack, Host of the Talent Stack podcast, speaks with Laura Combs, Executive Managing Partner at Mercer Advisors, about developing talent and preserving culture as wealth management firms grow. Combs describes how an early career advocate helped her enter leadership and how she now supports younger women pursuing advisory and leadership roles.
For Combs, healthy cultures reward collaboration and developing others alongside business results. She emphasizes active sponsorship, flexible career paths and visible examples of women advancing within firms. She also describes how Mercer gathers employee feedback to identify where additional support or changes to its operating model are needed.
The conversation examines how AI can reduce note-taking, meeting preparation and follow-up work, allowing advisors to be more present with clients. Combs argues that trust and judgment remain central when helping families through difficult transitions. She also discusses efforts to make wealth management accessible to more families.
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