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
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 Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real story here isn’t on the numbers, but the humility, partnerships, and radical rethinking of how wealth management firms grow.
In this episode, host Meg Carpenter talks with EP Wealth’s co-founder Brian Parker, CEO Ryan Parker, and Head of Marketing Jim Mocci about what it takes to grow with intention. They discuss EP's unique approach to M&A (they actually ban the word “acquisition”), why marketing isn’t just a support function but a driver of strategy, and how the firm has built scalable systems that still feel personal. Whether you’re hitting a growth ceiling or wondering how to scale without selling your soul, this conversation will give you a new blueprint.
Connect with us: