ACERCA DE ESTE EPISODIO
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.
Inglés
Estados Unidos
TRANSCRIPCIÓN 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de Meet the RIA.
OTROS EPISODIOS EN ESTE PODCAST
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…
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…
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…
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…
Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Asset TV, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.
EDITAR
Gracias por ayudar a mantener actualizada la base de datos de podcasts.
