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Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals

Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.

2023-08-29T13:42:27-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.

2023-08-22T08:25:50-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.

2023-08-21T16:29:15-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing

Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.

2023-08-03T08:18:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual

Tim Gerend and I discuss the five components of Northwestern Mutual's client experience and how the firm recruits and trains advisors.

2023-08-02T11:08:18-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual

Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles

Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.

2023-07-11T14:02:01-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles

Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.

2023-06-27T22:07:03-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM

Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral

Mark McGrath talks about the powerful story he shared in a viral tweet and how he uses social media to connect and turn clicks into clients.

2023-06-27T09:49:22-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral

Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.

2023-06-13T14:56:27-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

Kevin Kelly Explores ‘In the Year 2525’, Tech, Longevity, and Advice for Living

Through the timeless narrative of 'In the Year 2525', Kevin Kelly traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change.

2023-05-30T16:28:50-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Kevin Kelly Explores ‘In the Year 2525’, Tech, Longevity, and Advice for Living