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Reinventing the Model: Jim Dickson on the Future of Partnership
Season 2 Episode 12
What if today’s RIA partnership models aren’t solving the right problems? In this episode of RIA+, Jim Dickson explains to Emigrant's Mark Bruno why …
20 hours ago
The “Dangerous Middle” — And How RIAs Can Scale Through It
Season 2 Episode 11
Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. B…
1 month, 1 week ago
Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel
Season 2 Episode 10
While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to creat…
2 months, 3 weeks ago
The Big Picture: How AI Will Re-Shape the Business of Wealth Management
Season 2 Episode 9
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil…
4 months, 2 weeks ago
An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing
Season 2 Episode 8
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at …
6 months, 2 weeks ago
The 10% Rule: The New Rule of Organic Growth
Season 2 Episode 7
Ray Sclafani, Founder & CEO of Clientwise, joins Emigrant Partners' Mark Bruno on this episode of RIA+ for some "real talk" about organic growth. Mor…
8 months, 3 weeks ago
How Artificial Intelligence is Re-Shaping the Business of Wealth Management
Season 2 Episode 6
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly …
9 months, 2 weeks ago
Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A
Season 2 Episode 5
Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisiti…
10 months, 1 week ago
Inside the Mind of the NextGen Advisor: Novare Capital
Season 2 Episode 5
In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner f…
1 year ago
The Future of Financial Advice? How Fruitful is Reshaping the Role of Advisors
Season 2 Episode 4
In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its …
1 year, 1 month ago