Dave Welling: Outward-Facing Compass

At some point in our lives, most of us will be on a "true" team, a team where you cannot succeed without the other individuals on your team succeeding. Whether it's sports, a musical performance, an executive team, or a theatrical production, our ability to work with others is beyond critical.

One of the tried and true ways to see success for your team is to have an outward-facing compass, where you care for those around you more than your own individual gain.

Dave Welling knows how vital it is to have an outward-facing compass.

Dave joined Mercer Advisors in 2017 as CEO. In his role as CEO, he is responsible for leading the business and helping Mercer achieve its dual purpose of providing outstanding service to its clients and being an employer of choice for financial advisory professionals. He brings over 25 years of experience in the wealth management industry including leading businesses through significant growth and evolution.  In 2019, Dave was named the independent RIA CEO of the Year by wealthmanagement.com and is a founding CEO member of Colorado Inclusive Economy.

Most recently, he was Managing Director and Co- General Manager of SS&C Advent, a leading provider of technology and operational support to advisors and  investment managers. His past professional experiences include executive leadership roles as Black Diamond Performance Reporting and Charles Schwab as well as management consulting for Bain & Company. Dave graduated from Middlebury College with a degree in economics, physics and creative writing and he earned his MBA from Stanford Graduate School of Business.  Dave lives in Boulder, Colorado with his wife and two teenage children who enjoy hiking, skiing and exploring the beauty of Colorado together.

In this episode, Dave genuinely shares about life and his success as a team leader.

Listen to this episode and learn about:

• Dave giving credit and thanks to a former colleague, Melanie (4:26)
• Remaining loyal through turbulent times (11:53)
• Developing leadership capabilities (15:25)
• What it takes to have a successful acquisition (22:04)
• The importance of refreshing indifference (28:22)
• Not letting regret and fear rob us of today (33:19)
• Authentically connecting with others (38:36)
• Dave's message to his mom (43:56)

Links:

• Connect with Dave on LinkedIn - https://www.linkedin.com/in/davidwelling/
• Mercer Advisors - https://www.merceradvisors.com