The Power of Connection: How Our Morning Call Shapes Company Culture

February 23, 2024

What truly distinguishes NewEdge Wealth may just be our morning call. This daily ritual has become the bedrock of our operations, nurturing a culture where unity and innovation thrive. By prioritizing open dialogue and shared insights, we’ve created an environment where collective wisdom propels us forward.

NewEdge Capital Group didn’t exist before 2020. But since launching NewEdge Wealth and combining forces with our affiliate companies across what is today, NewEdge Capital Group currently services over $47 billion in client assets as of December 31, 2023.1 You may ask what lies at the heart of our sustained progress. It’s a simple yet challenging philosophy, a commitment to collective brilliance and technological innovation while fostering a collaborative culture.

Here’s how we do it:

  • We recruit the finest advisors in the industry, those with a proven track record of excellence.
  • We support these advisors with advanced intellectual capital, ensuring they have access to top-tier information and insights.
  • We seek out and integrate perspectives from renowned thought leaders to inform our strategies.
  • We cultivate a unique culture, encouraging all team members to work together towards a shared vision.
  • We then leverage the latest cutting-edge technology to pull it all together in order to stay ahead in a fast-evolving industry.

Together, these elements are what we like to describe as “having the Edge” and it is an approach that has enabled us to reinvent the client experience. Unlike many firms where advisors are pitted against each other, we begin each day with a firm-wide call, creating a supportive environment that’s rare in our industry. The morning call allows advisors to exchange best practices, present challenges they are facing, seek feedback and advice from other advisors, and, most importantly, rally around a unified mission to deliver unparalleled service to our clients.

The impact of our morning call on our culture is profound. It ensures open communication, shared learning, and a deep sense of community among our team. Advisors aren’t mandated to join; they do so because they genuinely benefit from the collective wisdom shared.

Hear firsthand from our team about the camaraderie and the sense of pride that comes from being part of something truly unique.

1 “Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, Inc. and (iii) client assets held at unaffiliated broker dealers for which we provide supervisory oversight and support services.”


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