Podcast Episodes
Back to SearchGrowth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business
Season 1 Episode 318
Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that …
Published on 4 months, 3 weeks ago
The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
Season 1 Episode 217
Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a …
Published on 5 months ago
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses
Season 1 Episode 316
A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater g…
Published on 5 months, 2 weeks ago
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
Season 1 Episode 315
The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how…
Published on 5 months, 3 weeks ago
The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
Season 1 Episode 314
What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and…
Published on 6 months ago
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
Season 1 Episode 314
Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing…
Published on 6 months, 1 week ago
Who’s in Control: The Advisor or The Firm? A Special Industry Update
Season 1 Episode 312
The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impa…
Published on 6 months, 2 weeks ago
Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
Season 1 Episode 311
John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners…
Published on 6 months, 3 weeks ago
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
Season 1 Episode 310
In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure…
Published on 6 months, 4 weeks ago
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
Season 1 Episode 309
Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own fam…
Published on 7 months ago