Berta Aldrich, Managing Director, Private Advisor Group Episode 32
Episode Summary
In this episode, Christine Shaw speaks with Berta Aldrich, managing director of Private Advisor Group, and author of “Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace”. Berta shares her findings from her book about how diverse, inclusive and equal workplaces are built, expanding upon her own personal experience.
Episode Notes
Creating diverse and inclusive workplaces starts from the top down. Company leaders must acknowledge and recognize where they may have fallen short in the past, and address those issues in order to make real and lasting change.
In this episode, you will learn:
- The trajectory of Berta’s career and how she landed her role at Private Advisor Group
- Why, as women, it’s equally as important to speak about the setbacks in your resume as the opportunities
- How Berta’s daughter is the reason that she wrote her book — and the staggering findings that came from her research
- How companies can address toxic behaviors and make changes to promote and ensure an inclusive and diverse workplace
- And more!
Tune in to learn how to break down barriers that inhibit hiring, developing and retaining diverse, gender-balanced high performing teams with Private Advisor Group’s Berta Aldrich!
Resources: InvestmentNews | Christine Shaw | Private Advisor Group | Berta Aldrich | Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace
Guest bio: Berta joined Private Advisor Group in 2019 after holding executive-level marketing and leadership roles at Principal, Vanguard, and FS Investments. She is a highly decorated leader, author and speaker who has led high-performing teams and organizations to industry leadership.
A pioneer in talent design, development and industry leading performance, her programs and
products have been lauded by the Wall Street Journal, Conference Executive Board, Boston
Research Group, Greenwich Associates and Graphis, The International Journal of Visual
Communications, where her team was awarded the global gold medal for advertising excellence.
As an active member of the financial services community, Berta has also earned several industry accolades. She received the 2020 Ivy College of Business Women in Inspiration Award for making a significant impact in her career while inspiring other women in business to grow into leaders; was the first recipient of the FCS Jamie E. Depeau Leadership Award for her ability to inspire and help others to think big, break down barriers and perform at their highest potential; named one of Gramercy Institute’s 20 Rising Stars in Financial Marketing; and was Principal’s representative and feature story in Working Mother Magazine’s Top 100 Employers for her ability to ascend through the organization while successfully raising two children with her husband.
Berta is married and resides outside of Philadelphia. She enjoys investing her free time mentoring both women and men in a variety of industries, spending time with family and supporting non-profits. In addition to serving as the current President of the FCS Philadelphia Region Chapter, she also served as Co-Chair of the Scholarship Drive at LEADERSHIP Philadelphia and held executive board positions at the Philadelphia Chapter of Go Red for Women, Camphill Special School, Mutual Fund Education Association, and Downingtown Cheer Association. Today, Berta is putting the finishing touches on her first book, scheduled to be published in Fall 2020, which illuminates today’s impediments to corporate high performance while showing boards, executives and teams the path forward.