INFORMAZIONI SU QUESTO EPISODIO
For Dennis Morton, succession isn’t a future problem, it’s a leadership obligation. Drawing on his experience as an Army platoon leader and co-founder of an independent firm, he shares how technical competence, accountability, and bold goals drive culture, next-gen leadership, and a business that can thrive beyond any one person.
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IN QUESTO EPISODIO
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ALTRI EPISODI IN QUESTO PODCAST
Ryan Belanger — Founder & CEO, Claro Advisors
Most firms are adding AI to existing workflows. Ryan Belanger chose a different path, acquiring a fintech company and rebuilding Claro Advisors around an AI-native platform. He explains why he believes the future belongs to firms that rethink how t…
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
Shannon Spotswood – CEO, RFG Advisory
Choosing a platform isn’t just about technology or economics. It’s about finding a partner that helps you build the business you actually want to own. Shannon Spotswood explains why growth without compromise starts with choosing the right partner.
In Summary
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Patrick Larkin, Partner & Practice Leader, Cerity Partners
Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality, and the future o…
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models differ, where they overlap, and how advisors can evaluate which path best supports the business they want to build.
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Mindy Diamond Financial Advisor Recruiter and Consultant, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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