Former Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B independent RIA, and why he...
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Hear from financial advisors who have made the move from traditional firms to independence. These podcast conversations explore the motivations, challenges, and opportunities behind breaking away, offering firsthand perspectives on building a business, serving clients, and creating greater control over the future.
Former Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B independent RIA, and why he...
LISTENRyan Guth, Founder of Goldfin Group, talks about moving beyond Edward Jones to build an independent business defined by control, differentiation, entrepreneurial alignment, and how this allows him to serve as a “conductor” to his clients.
Ben Domingue shares why he left UBS after building a $2B business, how advising entrepreneurs pushed him toward ownership, and what changes when you “eat your own home cooking.”
Todd Stankiewicz and Joe Castiglie share why leaving Merrill to launch SYKON Capital allowed them to redefine success, expand their toolkit, and combine institutional investing with behavioral insight in service of their clients.
Todd Vincent and Dylan Ripley left Edward Jones to build Cedarwood Financial Partners—then faced a lawsuit that lasted nearly two years. They share how resilience, messaging, and focus helped them rebuild and grow.
It’s not just the billion-dollar teams that are making a splash in the independent space; just ask Brett Oley of Oley Kinser Concierge Wealth.