Money Is Just Fuel, It’s About the Drive with Joe Duran (Ep. 28)
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Joe Duran, industry titan and longtime friend of the firm, and managing partner of Rise Growth Partners.
Joe reflects on the emotional and creative side of leadership. He digs into why so many …
Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.
Never Stop Asking Questions: Inside Modern Financial Journalism with Sean Allocca (Ep. 29)
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Sean Allocca, executive editor of The Daily Upside and veteran financial journalist.
Sean reflects on his path into financial journalism, what drew him to The Daily Upside and why curiosity rem…
Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms – Best of Replay
Having built and sold two world-class firms, the founder of Rise Growth Partners shares lessons on leadership, innovation, and how growth requires constant reinvention.
Zoo-Fed Bears Don't Get Equity. Andy Schwartz on Building a Performance Culture That Wins
In 1984, Andy Schwartz and his twin brother Scott joined a startup Northwestern Mutual district agency in New Jersey. Four decades later, their firm, OnePoint BFG Wealth Partners, manages approximately $15 billion in assets.
Andy, now CEO and Managing Partner, describes their early days as operati…
The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen
Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been ins…
Build, Grow & Transact: $3.5B Cyndeo on Thinking Like a $25B Firm
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
72. Joe Duran on Why Great Financial Advice Starts with Understanding People
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 Financial M…
Vanguard Acquires Altruist: What It Means for Advisors and the Industry
With Louis Diamond
Vanguard’s acquisition of Altruist could reshape RIA custody, bringing together Altruist’s technology with the scale, capital, and reputation of one of the industry’s best-known brands.
In Summary
Vanguard’s acquisition of Altruist brings one of the financial industry’s most …
Build, Grow & Transact: Making the Leap from Northwestern Mutual to a $20B Enterprise
Andy Schwartz CEO, OnePoint BFG Wealth Partners | Kevin Spahn Founder, Spahn Financial (now OnePoint BFG)
Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise value.
In Summary
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