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How do the fastest-growing wealth management firms shift from accidental growth to intentional design? In this episode of the Knowing Me, Knowing You podcast, Marla sits down with Erica Rodrigues and Morgan Bell from the Strategic Advisory Group at Constellation Wealth Capital. Together, they dive‮…
As AI makes investing, portfolio construction, and optimization increasingly table stakes, where will advisors create real value? In this episode of Knowing Me, Knowing You, we sit down with Chad Taylor, President and Founder of Seapoint Wealth Advisors, to explore why the future of advice is beco‮…
Most advisory firms believe they need more marketing. More content. More campaigns. More visibility. But what if the real challenge is not getting noticed? What if it is making sure people truly understand the value you already create? In this episode, we explore why communication has become one o‮…
As niches become table stakes in wealth management, what actually separates advisors who signal value from those who deliver it? In this episode of Knowing Me, Knowing You, we sit down with Michelle Smith, founder of Wife2CFO and advisor at Savant Wealth Management, known widely as "the divor‮…
Few people have shaped modern wealth management like Joe Duran. As the founder of United Capital, Joe transformed a startup into one of the nation's largest Registered Investment Advisors before its $750 million acquisition by Goldman Sachs, where he became a Partner and CEO of Personal Finan‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Marla Sofer, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.