TENTANG EPISODE INI
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.
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Amerika Serikat
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Meet the RIA.
EPISODE LAIN DALAM PODCAST INI
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…
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…
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…
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…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Asset TV, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
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