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.
RIA+
Latest Episodes
People, Purpose and Growth: Inside Keen Wealth's Leadership Playbook
In the RIA industry, "good growth" is about much more than adding clients and assets - it's about being intentional, leaning into deep expertise and never losing focus on your existing clients and team. In this episode of RIA+, Bill Keen, Found...
From Data to Decisions: Building an AI-Ready RIA
Every wealth management firm is talking about AI - yet only a few are truly prepared to capitalize on it. Emigrant's Mark Bruno sits down with Addepar's Janeen France in this episode of RIA+ to discuss the foundational work required before AI c...
Ray Sclafani's 10% Rule: Turbocharging Your Organic Growth (Part 2)
It's been well-documented and researched: While valuations in the RIA industry have skyrocketed over the last decade, the large majority of firms are not proactively growing. Organic growth rates remain anemic when the opportunity to acquire ne...
Reinventing the Model: Jim Dickson on the Future of Partnership
What if today’s RIA partnership models aren’t solving the right problems? In this episode of RIA+, Jim Dickson explains to Emigrant's Mark Bruno why he launched Elevation Point in 2024 and the structural gaps he believes exist acr...
The “Dangerous Middle” — And How RIAs Can Scale Through It
Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. By focusing exclusively on partners at the top management consulting firms, Geometric has built ...
