Build, Grow & Transact: $3.5B Cyndeo on Thinking Like a $25B Firm
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
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.
Leah Sciabarrasi of Crestwood Advisors shares how an $8B firm was built over time—through evolving leadership, disciplined growth, and a focus on scaling without disrupting the client experience.
After three decades at Edward Jones, Ricky Smith realized he wanted more than growth: he wanted ownership. Now, his independent firm is 50% larger than the business he left behind.
From professional golf to a nearly $5B multi-family office, Constantine Hatzivassiliou explains why the best advisors become the first call when life gets complicated.
As AI makes expertise more accessible, what becomes an advisor’s true advantage? EI expert James Woodfall explains why authentic human connection may be the one thing technology can’t replicate.
UBS breakaways John Klaas, Jr. and David Millington share their journey to launching independent firm Puzzle Wealth Solutions with Gladstone Wealth Partners and resulting growth to $2B in assets year one.