Podcast Episode Details

About this episode…

What does it really take to scale a business from a successful practice into a fully formed enterprise?

It’s not just about growth. It’s about clarity, intention, and evolving your mindset from advisor to leader.

And that’s exactly what this episode is about.

This episode’s guest, Joel Guth, made the leap from Morgan Stanley in 2014 to launch Gryphon Financial Partners under the Hightower umbrella. But a few years later, Joel recognized that he wanted even more control and greater access to products outside of the Hightower ecosystem.

So, in 2017, he and his team stepped away from Hightower to become fully independent—a move that reflected a deeper commitment to the kind of firm they wanted to build.

Since then, Gryphon has grown to manage more than $3B in client assets—with a structure, culture, and leadership model that reflects the journey from individual advisor to CEO.

In this episode, Joel talks with Louis Diamond about what that evolution has looked like over time, including:

The gaps in running the business under Hightower—and what he was specifically able to accomplish as a fully independent firm.

• The challenges of scaling—and how the role of leadership is to create greater efficiency and make everyone “better.”
• The importance of client segmentation—and how they strategically align their client service levels.
• Their approach to problem-solving—and how they built a culture that sees problems as opportunities.
• And what it really means to build a business that’s never for sale.

Whether you’re early in your journey or thinking about what comes next, Joel offers a thoughtful, real-world look at what it takes to grow with purpose—and how removing the right obstacles can

Published on 1 month, 1 week ago