In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley are joined by Grant Rawdin of Westcott Financial to unpack some of the most powerful shifts happening in wealth management today. From Mercer’s transition to employee ownership to the changing demands of business-owner clients and the strategic use of alternative investments, they explore what it really takes to lead in today’s evolving landscape.
At the heart of the conversation is the Net Positive Consortium—a fast-growing movement of advisory firms committed to giving more than they take. Grant shares the story behind its founding, how firms qualify, and why it’s resonating with both idealists and capitalists. Together, the trio tackles tough questions about purpose, performance, and what it means to act like a true professional in a consolidating, high-stakes industry.
Whether you’re scaling a firm, building culture, or rethinking your impact, this episode delivers insight, candor, and actionable ideas you can bring back to your business.