Growth Leaders of Wealth Management
In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's needs first.
The Growth Leaders of Wealth Management podcast tells the stories of businesses who are on their growth journey now. We'll learn how they got this far, what the challenges have been, how they've overcome them, what they've learned along the way and what their next big mountain to climb is.
Join our host, Meg Carpenter, as we learn from the stories of some of the industry's best and brightest on the Growth Leaders of Wealth Management podcast.
Growth Leaders of Wealth Management
Latest Episodes
28. Why Cerity Partners Looks Beyond Wealth Management for Its Playbook
Cerity Partners was founded with an ambitious idea: build an independent wealth management firm with the professionalism, scale, and staying power of the world’s leading accounting, law, and consulting firms.Today, that vision has grown ...
27. Inside Simon Quick Advisors' Blueprint for Modern Wealth Management
Nearly every wealth management firm says it's aligned with its clients. Very few can hand a prospect the proof.Simon Quick Advisors can. The firm's owners commit their own capital to the same investment vehicles they present to clients, ...
26. Inside Peak Retirement Planning's Media-Company Playbook
For years, the wealth management industry has operated under a familiar assumption: the future belongs to the biggest firms. Scale has become the answer to nearly every strategic question, leaving many leaders wondering whether independent firm...
25. The 40-Year Growth Engine: How Wescott Keeps Compounding Its Competitive Advantage
What creates a growth advantage that competitors can't easily replicate?In this episode of Growth Leaders of Wealth Management, Meg sits down with Grant Rawdin, Founder and CEO of Wescott Financial Advisory Group, Carrie Delgott, Preside...
24. Coldstream’s Case for Scaling Without Private Equity
Most firms say they care about culture. Coldstream Wealth Management built a system that forces it.At a time when private equity has become the default path to scale, Coldstream has taken a different route: eight acquisitions in five yea...