Growth Leaders of Wealth Management
Ep. 19: How Cresset Built $65B in Eight Years
Discover how Cresset Capital scaled to $65B in assets by prioritizing culture, innovative marketing, and strategic pivots.
Ep. 18: Building a Firm That Grows Itself with Brighton Jones
Learn why Jon Jones built Brighton Jones to thrive without him by focusing on systems, emotional intelligence, and culture to create sustainable growth.
Ep. 17: Kayne Anderson Rudnick’s Growth Without Acquisitions
Discover how Kayne Anderson Rudnick's disciplined strategy drove 540% organic growth with deep client relationships and exceptional talent.
Ep. 16: How Pure Financial's Opposite Approach Built a $9B Firm
Discover how Pure Financial Advisor's unique approach to wealth management led to $9B in assets (while staying true to their purpose).
Ep. 15: EP Wealth Advisors' Scale to $32B
Learn how EP Wealth Advisors scaled to $32B by focusing on intentional growth, client-first culture, and strategic partnerships.
Ep. 14: Inside Gerber Kawasaki’s Path to $3B AUM
Discover how Gerber Kawasaki grew to manage $3.36B by embracing digital marketing, serving all wealth levels, and fostering a collaborative culture.
Ep. 13: The Top 5 Growth Insights from Season 1
Listen in to the top 5 growth insights from season one of 'Growth Leaders of Wealth Management' revealed in a concise, 30-minute episode.
Ep. 12: Apex’s Mission to Simplify Investing
Discover how Apex Fintech Solutions revolutionizes investing through innovative technology, making it accessible for everyone and driving industry growth.
Ep. 10: Pathstone's Mission for Ultra-Wealthy Clients
Learn why Pathstone aims to be the top fiduciary for the ultra-wealthy, focusing on tech, services, and acquisitions to drive growth and success.
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Ep. 11: LPL’s Journey to $1.6 Trillion in Assets
Explore LPL Financial's journey to $1.6T in assets through horizontal expansion and vertical integration, transforming advisor support and services.