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.
As one of industry’s leading experts in helping advisors implement change, Sam is passionate about using creativity and innovation as a catalyst to inspire growth. To build upon his expertise of traditional practice management topics, Sam researches the areas of performance psychology, human-centered design, and experience-based learning.
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).