Podcast Episodes
Back to SearchThe Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
Season 1 Episode 338
With Eden Ovadia, Co-Founder of FINNY
Overview
FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal …
Published on 7 hours ago
The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
Season 1 Episode 337
With Pete Tiboris, CEO and Partner, Park Avenue Capital
Overview
Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern M…
Published on 1 week ago
The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
Season 1 Episode 336
Overview
Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live webinar, this candid roundtable…
Published on 3 weeks ago
From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
Season 1 Episode 335
With Neil Rubinstein, Private Advisor and Managing Director, RSA Family Wealth, Rockefeller Global Family Office
Overview
After 18 years at Merrill, Neil Rubinstein and his team…
Published on 4 weeks ago
A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth
Season 1 Episode 334
With Alex Markowitz – Founding and Managing Partner, Alteri Wealth
Overview
After more than a decade at Merrill, Alex Markowitz wanted to serve clients differently, without quot…
Published on 1 month ago
How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition
Season 1 Episode 333
With Jarrod Malone & Michael Bressan, Partners at Shumaker
Overview
As TROs and lawsuits make headlines, two top attorneys who represented Merrill breakaways OpenArc, share how …
Published on 1 month, 1 week ago
Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms
Season 1 Episode 332
With Joe Duran – Managing Partner, Rise Growth Partners
Overview
He’s built and rebuilt some of the industry’s most successful firms and now he’s helping others do the same. In …
Published on 1 month, 2 weeks ago
Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
Season 1 Episode 331
With Steve Davis, Founder & CEO, Madison & Elm Wealth Management
Overview
After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more …
Published on 1 month, 3 weeks ago
Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy
Season 1 Episode 330
With Adam Malamed—CEO, Sanctuary Wealth
Hosted by Louis Diamond
Overview
Supportive independence has become one of the most dynamic segments of wealth management, offering advis…
Published on 2 months ago
The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between
Season 1 Episode 329
A Special Industry Update, With Jason Diamond and Mindy Diamond
Overview
From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving t…
Published on 2 months, 1 week ago