RIA+
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
Podcasting since 2023 • 18 episodes
RIA+
Latest Episodes
The Future of Financial Advice? How Fruitful is Reshaping the Role of Advisors
In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its clients, or its "members", with high-touch advice that is delivered in a largely digital experi...
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Season 2
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Episode 4
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39:46
From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion
In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful fir...
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Season 2
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Episode 3
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27:24
Gibson Capital: An 'Uncommonly Attentive Advice' Strategy
This episode of RIA+ features two key leaders at Gibson Capital – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 200 families across the country. While a number of strategic decisions have contributed to Gibson...
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Season 2
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Episode 2
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37:14
FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs
FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wea...
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Season 2
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Episode 1
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28:42
An Inside Look at Pure Financial - An RIA Organic Growth Machine
In this episode of RIA+, Emigrant's Mark Bruno goes "under the hood" of Pure Financial - one of the most sophisticated and strategic RIAs in the industry. Mark talks with Joe Anderson, President and CEO of Pure, and Jason Carver, Managing Partn...
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Season 1
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Episode 14
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49:36
