Sam Ushio is Founder of GvG17, a change management firm dedicated to breakthrough performance for wealth managers. He has over 20 years’ financial services experience (B2B & B2C) in three key areas: management consulting, sales & marketing, and strategy.
Sam leverages the rich Seattle ecosystem for key wealth management insights. By deploying discovery techniques designed for the advisor/client relationship, Sam engages business leaders from Seattle-based, global innovative brands, including Starbucks, Amazon, Microsoft, Costco, Zillow, Nordstrom, Alaska Airlines, and Redfin, among others. These insights are translated into strategies and tactics to effectively lead wealth managers through the changing landscape of advice. As one of industry’s leading experts in helping advisors implement change, Sam is passionate about utilizing creativity and innovation as a foundation to inspire action.
Prior to founding GvG17, Sam was Director, Practice Management at Russell Investments. He led the strategic vision and implementation of value-add content for use with distribution partners, including: Raymond James, Northwestern Mutual, Wells Fargo, large enterprise RIAs, and other strategic partners. In this role, Sam delivered personalized consulting to many of Russell’s premier clients and led a team of nationwide practice management consultants in charge of large scale consulting programs. In 2016, Envestnet awarded Russell Investments the Strategist of the Year Award for its “best in class advisor practice support.”
Sam is frequently quoted in the press, including Wall Street Journal, Investor’s Business Daily, Financial Advisor Magazine, and InvestmentNews. He has an MBA from Foster School of Business at the University of Washington and holds a bachelor’s in science from University of Nebraska in marketing and finance. In addition, he is a member of the Financial Planning Association (FPA). the Investments & Wealth Institute (formerly IMCA) and holds the Certified Investment Management Analyst certification (CIMA).