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 • 24 episodes
RIA+
Latest Episodes
The Big Picture: How AI Will Re-Shape the Business of Wealth Management
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Ameritrade Securities sat down with Mark Bruno to sh...
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Season 2
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Episode 9
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53:30
An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; a...
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Season 2
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Episode 8
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55:18
The 10% Rule: The New Rule of Organic Growth
Ray Sclafani, Founder & CEO of Clientwise, joins Emigrant Partners' Mark Bruno on this episode of RIA+ for some "real talk" about organic growth. More specifically, Ray and Mark discuss what meaningful organic growth targets should look lik...
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Season 2
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Episode 7
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32:51
How Artificial Intelligence is Re-Shaping the Business of Wealth Management
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark...
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Season 2
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Episode 6
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42:29
Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A
Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several months of 2025, and has now completed six deals in its history. In thi...
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Season 2
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Episode 5
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26:47
