Rethink Change
Rethink Change
Podcast Description
When growth is stagnant, culture’s a mess, the brand’s adrift, and the board wants miracles by Monday, Pennebaker’s podcast, Rethink Change, is where innovators and disruptors go for clarity. Hosted by CEO Ward Pennebaker and President Matt Pennebaker, this podcast delivers sharp insights from battle-tested leaders who’ve navigated chaos and turned challenge into momentum. You’ll hear from executives from startups to global behemoths from a wide range of industries. No fluff. All results. These conversations uncover what actually works — so you can think differently and act smarter.
Podcast Insights
Content Themes
The podcast focuses on themes of business transformation, leadership strategies, and organizational culture, with episodes discussing real-life case studies like Jim Watt’s turnaround of a benefits firm and Sam Veselka’s strategies for scaling operations in crisis situations. The content is targeted towards those seeking pragmatic solutions to improve business performance.
When growth is stagnant, culture’s a mess, the brand’s adrift, and the board wants miracles by Monday, Pennebaker’s podcast, Rethink Change, is where innovators and disruptors go for clarity. Hosted by CEO Ward Pennebaker and President Matt Pennebaker, this podcast delivers sharp insights from battle-tested leaders who’ve navigated chaos and turned challenge into momentum. You’ll hear from executives from startups to global behemoths from a wide range of industries. No fluff. All results. These conversations uncover what actually works — so you can think differently and act smarter.
In business, one of the hardest skills to master, especially in a fast-moving capital market, isn’t knowing when to say yes; it’s knowing when to say no. Opportunities come knocking, and it’s tempting to answer every call, convinced that growth means grabbing at everything in reach. But more often than not, saying yes to the wrong things clutters your calendar, dilutes your value, and slows your momentum.
The real magic happens when you get clear on who you are, what you do best, and who you serve, and then have the courage to turn away from everything else. Every “no” becomes a way of protecting your time, energy, and resources for the work that truly matters. And every “yes” carries more weight because it’s intentional.
That’s exactly what Alison Moss and her team at Comstock Partners discovered. Once they gave themselves the license to say no, they cut out the distractions, doubled down on the right clients, and created the space to move forward with clarity and confidence.
As Alison puts it, the right strategy doesn’t just point you in the right direction; it’s “the key that unlocks the door” so you can push past whatever wall you’ve been running up against.
CHAPTERS:
00:00 Introduction to Comstock’s Legacy
00:38 Meet Alison Moss: Artist, Advisor, and Industry Disruptor
01:07 What Comstock Partners Does—and Who They Serve
01:27 How Wealth Advisory Services Have Evolved
03:24 Alison’s Unexpected Path into Finance
04:47 Redesigning the Comstock Client Experience
05:32 Competing in a Crowded Wealth Market
07:29 Setting Strategic Guardrails for Smarter Growth
12:13 A Marketing Makeover That Changed the Game
16:29 Expanding the Client Portfolio Without Losing Focus
18:47 Comstock’s Unique Value in the Marketplace
20:20 Winning the War for Top Talent
25:37 Looking Ahead: Growth, Tech, and the Future of Wealth Advisory
31:13 How Cultural Alignment Fuels Performance
34:46 Conclusion and Final Thoughts
Topics Discussed:
- What’s it really like taking over a family business & still being a strong family unit
- Hiring new talent and the strategy behind setting strong standards
- The hardships behind creating new habits around presentations and deliverables
- Setting a reasonable pace for you and your team while also pushing yourself
- Using the guardrails as a culture perspective rather than a marketing strategy
- How to utilize AI and technology while keeping the human value alive
Connect with Alison Moss:
About Rethink Change:
When growth is stagnant, culture’s a mess, the brand’s adrift, and the board wants miracles by Monday, Pennebaker’s podcast, Rethink Change, is where innovators and disruptors go for clarity.
Hosted by Founder Ward Pennebaker and President Matt Pennebaker, this podcast delivers sharp insights from battle-tested leaders who’ve navigated chaos and turned challenge into momentum. You’ll hear from executives from startups to global behemoths, from a wide range of industries. No fluff. All results. These conversations uncover what actually works, so you can think differently and act smarter.
Get Connected with Rethink Change:
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