Ep. 332 – Managing Partner, Dew Wealth Management, Bryce Keffeler

Nov 21, 2023

In this episode of the Second in Command podcast, Cameron chats with Bryce Keffeler, Managing Partner at Dew Wealth Management. Bryce discusses the company’s growth trajectory, crediting it to a harmonious blend of skills between the entrepreneurial CEO and his own operational expertise. Dew Wealth has seen a significant 5x growth over five years due to this strategic partnership. They discuss Dew’s niche approach to wealth management, likening their services to a family office for first-generation business owners, offering an array of financial services and acting as a virtual CEO for clients’ wealth management needs.

Cameron and Bryce explore the importance of understanding problem statements to effectively handle the constant influx of ideas from entrepreneurial leaders like Jim Dew. Bryce details his method of framing problem statements to dissect and assess them before presenting potential solutions, ensuring that initiatives align with core objectives. This approach underscores a collaborative relationship with the CEO, fostering trust and minimizing micromanagement. Additionally, he touches on the transformation of Dew Wealth into an ESOP (Employee Stock Ownership Plan), which not only aligns employee interests with enterprise value but also provides a unique exit strategy for the founders without compromising the company’s fiduciary standards.

Finally, Bryce reflects on his journey from corporate finance to wealth management, driven by a desire to make a more meaningful impact on individual lives. Growing up in an entrepreneurial family, he developed an early appreciation for financial literacy, which became a competitive advantage in his career. He shares insights on the power of networking and building relationships, offering advice to his younger self on creating opportunities through proactive engagement.



In This Episode You’ll Learn:

  • How Dew Wealth’s 5x growth over five years comes from a strategic partnership leveraging operational expertise and the CEO’s entrepreneurial vision.
  • Why Dew Wealth operates similarly to a family office, targeting first-generation business owners and providing comprehensive financial services.
  • Bryce’s method for managing numerous ideas by focusing on the root problem and developing aligned solutions.
  • The collaborative relationship he has with the CEO, building trust and allowing for efficient operations without micromanagement.
  • Dew Wealth’s transition to an ESOP, aligning employee interests with enterprise value and offering a beneficial exit strategy for the founders.
  • Bryce’s personal career shift from corporate finance to wealth management, fueled by a desire for impactful work.
  • And much more…



Connect with Bryce: Website | LinkedIn

Connect with Cameron: Website | LinkedIn

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Written By Cameron Herold

Written By Cameron Herold

Cameron Herold is known around the world as THE CEO WHISPERER. He is the mastermind behind hundreds of company's exponential growth. Cameron's built a dynamic consultancy: his current clients include a "Big 4" wireless carrier and a monarchy. What do his clients say they like most about him? He isn't a theory guy they like that Cameron speaks only from experience. He earned his reputation as the CEO Whisperer by guiding his clients to double their profit and double their revenue in just three years or less. Cameron is a top-rated international speaker and has been paid to speak in 26 countries. He is also the top-rated lecturer at EO/MIT's Entrepreneurial Masters Program and a powerful and effective speaker at Chief Executive Officer and Chief Operating Officer leadership events around the world.

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