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
23. Truepoint's 36-Year Case for Staying Independent
Most firms say they want to last. Truepoint Wealth Counsel engineered it.When PE valuations exploded and peers were cashing out at eye-popping multiples, Truepoint Wealth Counsel did something almost unheard of: they put the PE decision ...
22. The RIA That Engineered Its Own Liquidity: Parallel Advisors
Most firms treat liquidity like an event. Parallel built it into the system.Instead of waiting for retirement to solve succession, they created a way for advisors to transition pieces of their book internally, get paid through revenue sh...
21. Mission Wealth and the Growth Model Built Around Advisor Capacity
When a firm grows, most people picture the same things: more clients per advisor, more complexity stacked onto the day, and longer hours that slowly become the norm. The common result is that growth shows up as pressure before it shows up as pr...
20. The Dual-RIA Design Changing How Elite Advisors Scale with NewEdge Capital Group
Very few firms in wealth management grow from $25 billion to nearly $100 billion in five years, and even fewer do it by rethinking the structure of the industry itself. NewEdge Capital Group built its momentum by designing a platform around wha...
19. Cresset Capital’s Playbook for an AI-Driven Future
Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt q...