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.
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.
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.
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.
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
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.
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.
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.
Wen Nottebohm of Cresset offers a next-gen view on building a career path, earning trust with UHNW clients, leveraging mentors, and how AI is reshaping expectations.
James Conole built Root Financial to ~$2.4B by focusing on content-driven growth, creating steady inbound demand and structuring the business to support it from the ground up.
