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Join us as Gary Roth and Jason Gordo unravel the complexities of the RIA market with the CEO of Alaris Acquisitions, and friend of the show, Allen Darby. Discover why auction processes often fall short in securing the best deals, and learn how data-driven compatibility and cultural alignment can tr…
Derek Bruton shares his journey from the basketball courts to leading roles in the finance. Discover how his unique experiences shape his insights on the financial industry and Modern Wealth Management. • Explore the impact of industry consolidation on financial advisory. • Gain insights into the e…
Join Gary and Gordo as they breakdown exciting initiatives emerging in Modern Wealth Management. Discover how the Modern Women is engaging women through community and education, and delve into the transformative experiences of the Next Generation Leadership program. With nearly 20 participants from…
In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee's Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy with innovation. Veteran financial advisor Bud shares his journey from commission-b…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Jason Gordo and Gary Roth, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.