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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Explore the firms, platforms, and business models supporting financial advisors in the independent space. These podcast conversations examine RIA partnerships, custodial relationships, technology, infrastructure, and growth strategies, offering insight into how different providers help advisors build and manage their businesses.
Former Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B independent RIA, and why he...
LISTENFormer Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B independent RIA, and why he wouldn’t build it the same way today.
Arax CEO Haig Ariyan and RedBird’s Mike Zabik discuss building a $50B wealth management business around advisor ownership, organic growth, and partnership—and what their strategy means for advisors.
A candid conversation on rethinking custody from the ground up—and why simplification, aligned economics, and integrated technology are becoming critical for advisors building modern, scalable firms.
What does the modern family office look like in the age of AI? Cresset’s Susie Cranston and Kelly Wagman explore scale, technology, human advice, culture, and the future of wealth management.
Andy Schwartz and Kevin Spahn share two sides of the Build, Grow & Transact story, from building an $18B+ enterprise to choosing the right partner for the next stage of growth.
From $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.
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.
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.