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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Conversations with advisors, firm leaders, and industry experts on growth, firm and model choices, independence, succession, and enterprise value.
Former Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B independent RIA, and why he...
LISTENFrom $600mm to $10.5B in largely organic growth, David Bahnsen shares how content, reinvestment, client focus, and playing the long game helped build The Bahnsen Group—and why selling to Hightower became the right next step.
A continuation of the Advisor Transition Playbook, this episode focuses on how the inputs to due diligence are evolving and how newer factors, such as AI and enterprise value, are shaping how advisors assess firms and long-term fit today.
AssetMark CEO Michael Kim shares how financial advisors can create capacity for growth by leveraging outsourcing, technology, and AI—while keeping client experience at the center.
Some of the most successful financial advisors still feel stuck. Louis and Mindy Diamond examine why success itself can become a constraint and how advisors can gain clarity about what comes next.
Vanguard’s acquisition of Altruist could reshape the RIA custody landscape. Louis Diamond shares his rapid reaction to the deal, what it could mean for advisors, and what he’ll be watching next.
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise. Today, Americana manages more than $13B and continues to scale through growth, acquisitions, and strategic capital.
Three years after launching Oak Hill Wealth Advisors, Patrick Larkin merged with Cerity Partners, but not because that was the original plan. Pat shares how ownership changed his perspective on enterprise value, optionality, and building a business worth buying.
The best advisor platforms do more than provide technology and operational support. They become strategic partners that help advisors build stronger businesses, create enterprise value, and grow without compromise.
Most firms are adding AI to existing workflows. Ryan Belanger believes the bigger opportunity is building an advisory firm around it. He explains why Claro Advisors acquired a fintech company, how AI is changing advisor productivity, and what it takes to build a firm designed for what’s next.