An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capit…
BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!
On this episode of Talking Wealth, we’re doing something special as part of the Compound Insights Research Program, our initiative to bring original data, white papers, and strategic intelligence to the wealth management profession. Our latest publication — The RIA Real Deal: What We’ve Learned fro…
The Big Picture: How AI Will Re-Shape the Business of Wealth Management
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profit…
90: feat. Mark Bruno
In this episode of the SQOLOGY Podcast, Klifton Keplinger and Michael Myers are joined by special guest Mark Bruno. Mark shares his origin story in car audio, his time at Eclipse during its peak years, and the real-world lessons that shaped how he builds and tunes today. The conversation covers com…
Customer Education, Equipment, Calibration Challenges: A Panel Discussion
Joel Adcock hosts a roundtable with three experienced ADAS calibration technicians—Mark Bruno (ADAS Calibrations of Florida), Brandon Miller (Miller Diagnostics, St. Louis), and Michael Frangione (Essential Auto, Ottawa)—to discuss the realities of running calibration businesses, educating shops th…
Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel
While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity. Abacus Wealth Partners, led by CEO Neela Hummel, has grown to over $3 billion in AUM by ensuring the firm - no matter how l…
The “Dangerous Middle” — And How RIAs Can Scale Through It
Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. By focusing exclusively on partners at the top management consulting firms, Geometric has built a differentiated, fast-growing firm rooted in expertise…
Reinventing the Model: Jim Dickson on the Future of Partnership
What if today’s RIA partnership models aren’t solving the right problems? In this episode of RIA+, Jim Dickson explains to Emigrant's Mark Bruno why he launched Elevation Point in 2024 and the structural gaps he believes exist across the advisory landscape. He outlines the specific challenges advis…
From Data to Decisions: Building an AI-Ready RIA
Every wealth management firm is talking about AI - yet only a few are truly prepared to capitalize on it. Emigrant's Mark Bruno sits down with Addepar's Janeen France in this episode of RIA+ to discuss the foundational work required before AI can deliver meaningful value. Their conversation covers …
Mark Bruno on Riverside High School closing
Archive of various reports and news events
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
