Podcast Episodes
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From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion
Season 2 Episode 3
In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to di…
1 year, 3 months ago
Gibson Capital: An 'Uncommonly Attentive Advice' Strategy
Season 2 Episode 2
This episode of RIA+ features two key leaders at Gibson Capital – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 20…
1 year, 4 months ago
FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs
Season 2 Episode 1
FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating…
1 year, 5 months ago
An Inside Look at Pure Financial - An RIA Organic Growth Machine
Season 1 Episode 14
In this episode of RIA+, Emigrant's Mark Bruno goes "under the hood" of Pure Financial - one of the most sophisticated and strategic RIAs in the indu…
1 year, 8 months ago
The Truth About RIA Organic Growth: Schwab's Lisa Salvi
Season 1 Episode 13
The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's…
1 year, 9 months ago
The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney
Season 1 Episode 12
In this episode of RIA+, Mark Bruno talks with Fidelity's Laura Delaney - one of the leading RIA M&A researchers - about dealmaking activity in the f…
1 year, 10 months ago
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
Season 1 Episode 11
While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple g…
1 year, 10 months ago
Talent as a Driver of Strategic Growth: Charlie Rocco of Moneco Advisors
Season 1 Episode 10
There's often a direct correlation between an RIA's growth and its approach to talent recruitment, development and advancement. There's no better exa…
1 year, 11 months ago
Wealth Management 3.0: Max Lane on the Future of Talent, Transition & Technology
Season 1 Episode 9
Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational tra…
1 year, 11 months ago
Gaining Traction: Mike Paton on Why Scores of RIA Leaders Embrace EOS
Season 1 Episode 8
As RIAs continue to experience accelerated growth in their businesses, client bases and teams - an Enterprise Operating System has become an importan…
2 years ago