Leader Interviews

Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold

Jim Gold  shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.

2025-02-04T12:59:44-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold

Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management

Gary Roth and Mike Capelle  share their vision for Modern Wealth Management and why they believe our industry is just hitting its stride.

2025-01-22T08:40:19-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management

How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson

David Newson and I break down how a hypothetical "billion-dollar firm" should coordinate tactics into a growth strategy.

2025-01-07T15:46:31-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson

Helping Clients Thrive: Wealth-Building ‘Permission to Prosper’ Strategies With Dr. Preston Cherry

Dr. Preston Cherry on his new book, Wealth in the Key of Life, and how to bring a little bit of rhythm to your financial planning process.

2024-12-19T09:20:41-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Helping Clients Thrive: Wealth-Building ‘Permission to Prosper’ Strategies With Dr. Preston Cherry

Mastering the M&A Game for Buyers and Sellers with Charles Schwab’s Nikolee Turner

Nikolee Turner explains the three-phase approach to M&A that Charles Schwab believes can help firms avoid unhappy marriages.

2024-12-10T12:50:57-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Mastering the M&A Game for Buyers and Sellers with Charles Schwab’s Nikolee Turner

Kendra Wright on “Finding” Great Copy and Revamping Your Website to Attract More Ideal Clients

Kendra Wright and I do a deep dive on finding and communicating great copy and put several financial advisor websites under the microscope.

2024-12-10T12:47:28-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Kendra Wright on “Finding” Great Copy and Revamping Your Website to Attract More Ideal Clients

Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations

Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.

2024-11-26T11:34:01-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations

10 Insights From 10 Years of Podcasting

While I could easily list dozens of unique and actionable ideas I've learned from a decade of podcasting, these 10 insights stand out.

2024-11-21T09:06:21-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 10 Insights From 10 Years of Podcasting

Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”

Carley Dillon shares the framework behind Brighton Jones's stunning success, including how they deliver wealth alignment.

2024-11-12T15:01:51-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”

Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?

Mindy Diamond shares the process she uses to help advisors clarify their goals and make the right decision for their careers.

2024-11-05T10:13:45-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
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