From “Big Rocks” to Big Wins: Todd Cassler’s Growth Strategy Framework at Cerity Partners

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About The Episode

In this episode of The Rainmaker Podcast, Gui Costin chats with Todd Cassler, Chief Growth Officer at Cerity Partners, about driving growth in financial services. Todd shares insights from his 25+ years of experience, covering the differences between institutional, wealth, and retail channels, strategies for focusing on high-impact opportunities, and the importance of leadership, accountability, and technology in scaling businesses. He also offers valuable advice for young professionals on building successful careers in finance.

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