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
25. The 40-Year Growth Engine: How Wescott Keeps Compounding Its Competitive Advantage
What creates a growth advantage that competitors can't easily replicate?In this episode of Growth Leaders of Wealth Management, Meg sits down with Grant Rawdin, Founder and CEO of Wescott Financial Advisory Group, Carrie Delgott, Preside...
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...