RIA+
by Mark Bruno
Latest episode
People, Purpose and Growth: Inside Keen Wealth's Leadership Playbook
People, Purpose and Growth: Inside Keen Wealth's Leadership Playbook
About this podcast
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
Episodes
The newest 20 of 30 episodes
- People, Purpose and Growth: Inside Keen Wealth's Leadership Playbook · 60 min · Season 2 Episode 15In the RIA industry, "good growth" is about much more than adding clients and assets - it's about being intentional, leaning into deep expertise and never losing focus on your…
- From Data to Decisions: Building an AI-Ready RIA · 40 min · Season 2 Episode 14Every wealth management firm is talking about AI - yet only a few are truly prepared to capitalize on it. Emigrant's Mark Bruno sits down with Addepar's Janeen France in this…
- Ray Sclafani's 10% Rule: Turbocharging Your Organic Growth (Part 2) · 36 min · Season 2 Episode 13It's been well-documented and researched: While valuations in the RIA industry have skyrocketed over the last decade, the large majority of firms are not proactively growing…
- Reinventing the Model: Jim Dickson on the Future of Partnership · 32 min · Season 2 Episode 12What 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 he launched Elevation Point…
- The “Dangerous Middle” — And How RIAs Can Scale Through It · 57 min · Season 2 Episode 11Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. By focusing exclusively on…
- Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel · 45 min · Season 2 Episode 10While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity…
- The Big Picture: How AI Will Re-Shape the Business of Wealth Management · 54 min · Season 2 Episode 9This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez…
- An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing · 55 min · Season 2 Episode 8In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes…
- The 10% Rule: The New Rule of Organic Growth (Part 1) · 33 min · Season 2 Episode 7Ray Sclafani, Founder & CEO of Clientwise, joins Emigrant Partners' Mark Bruno on this episode of RIA+ for some "real talk" about organic growth. More specifically, Ray and Mark…
- How Artificial Intelligence is Re-Shaping the Business of Wealth Management · 42 min · Season 2 Episode 6Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools…
- Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A · 27 min · Season 2 Episode 5Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several…
- Inside the Mind of the NextGen Advisor: Novare Capital · 50 min · Season 2 Episode 5In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. With a growing number of…
- The Future of Financial Advice? How Fruitful is Reshaping the Role of Advisors · 40 min · Season 2 Episode 4In 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 clients, or its "members"…
- From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion · 27 min · Season 2 Episode 3In 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 discuss the strategies and…
- Gibson Capital: An 'Uncommonly Attentive Advice' Strategy · 37 min · Season 2 Episode 2This episode of RIA+ features two key leaders at Gibson Capital – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 200 families across the…
- FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs · 29 min · Season 2 Episode 1FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and…
- An Inside Look at Pure Financial - An RIA Organic Growth Machine · 50 min · Season 1 Episode 14In 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 industry. Mark talks with Joe…
- The Truth About RIA Organic Growth: Schwab's Lisa Salvi · 35 min · Season 1 Episode 13The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's new RIA benchmarking study…
- The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney · 40 min · Season 1 Episode 12In 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 first half of 2024. While…
- Verdence's Leo Kelly: Building an RIA with the 'client as the architect' · 42 min · Season 1 Episode 11While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues…
