Insights
Ideas worth sharing.
Research, perspectives, and conversations from the front lines of advisory firm growth.
Creating Funded Contentment with Brian Portnoy
Season 1 | Episode 25 Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human ...
Staying Out of the PE Race with Keel Point
Season 1 | Episode 24 At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has...
Advisor Personal Branding with Sam Gammell
Season 1 | Episode 23 On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Service...
Building a Modern Investment Team with Kara Murphy
Season 1 | Episode 22 In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a wom...
The New Skool of Deal Making with Jacqueline Martinez
Season 1 | Episode 21 In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a wom...
Future-Proofing the RIA Industry with Dani Fava
Season 1 | Episode 8 Dani Fava’s name is synonymous with innovation. She was previously the Director of Institutional Innovation at TD Ameri...
Frictionless Finance with Mike Walkinshaw and Mark Bakker
Season 1 | Episode 20 Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding...
Leading Through Authentic Connection with Adam Cox
Season 1 | Episode 19 Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on ...
The Power of Vulnerability with Financial Sobriety
Season 1 | Episode 18 Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financ...
Humanizing Financial Advice with Carl Richards
Season 1 | Episode 3 Carl Richards is a Certified Financial Planner™, creator of the Sketch Guy column, appearing weekly in The New York Tim...
Get our best thinking, delivered.
Research, insights, and ideas for RIA growth leaders. No spam, no fluff.