ÜBER DIESE EPISODE
CEO Jim Dickson discusses how Elevation Point is helping independent wealth management firms grow through minority-stake partnerships, an accelerator-focused model, and strategic investments in AI and data infrastructure designed to support long-term success.
Englisch
Vereinigte Staaten
TRANSKRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Meet the RIA durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds a team culture centered on authenticity, professional development, and helping c…
Andrew Rosen, CFP®, CEP®, Executive Chairman of Diversified, shares how the $3.6 billion RIA has evolved into a multi-generational firm designed to thrive beyond its founder. He discusses the firm’s EOS/Traction operating model, the principles guiding growth and acquisition decisions, the role of A…
Michael Zeuner, Managing Partner at WE Family Offices, joins Michelle Yu to discuss the firm’s growth and rising demand for independent, fiduciary advisory services among ultra-high-net-worth families. He also explores how AI is helping families discover family office solutions, improve advisor eff…
With more than $24 billion in assets under management, Johnson Investment Counsel has continued to grow while remaining 100% employee-owned. In this conversation, Jason O. Jackman, CFA, Chief Executive Officer and Principal, discusses the firm's evolution, areas of growth and success, and how its f…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Asset TV, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
BEARBEITEN
Vielen Dank, dass Sie uns helfen, die Podcast-Datenbank auf dem neuesten Stand zu halten.
