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.
Episodes
24 episodes
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...
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...
18. Building a Firm That Grows Itself: The Brighton Jones Way
When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everythi...
17. Kayne Anderson Rudnick’s Approach to Growth Without Acquisitions
Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent.In this ep...
16. How Pure Financial Built a $9B Firm by Doing the Opposite
Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass affluent, proving that you can grow with purpose while breaking every so-called industry rule.<...
15. How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wea...
14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM
15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki.In this episode, the founders and Hatem Dhiab,...
Top 5 Growth Insights from Season 1
Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in!Join us for a “greatest hits” collection from our season one conversations, where we share our five key takeaways o...
Solve a Hard Problem: Apex’s Mission to Simplify Investing
From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years. Join us to hear the journey of Apex, a fint...
Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets
Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 trillion AUM since 2019.Join us as we discuss training the next generation of advisors, ...
Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy
What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years!Join us as we explore Pathstone’s journey from single fami...
How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success
From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD!Join us as we discuss SignatureFD’s “three-legged stool” philosophy of...
From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth
How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out!Join us as we explore the growth journey of Advisors Excel Wealth Management, a...
How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it!Join us as we explore Allworth Financial’s growth journe...
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind.
Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn
Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings.We’ll talk about how Vestwell...
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 bi...
Integrating Wealth Management and Accounting: Choreo’s Strategic Vision
Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlig...
Altruist’s Unmatched and Mission Driven Growth
Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management fo...
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she si...
