Episodes
116
Latest episode
Jun 2026
Language
EN
Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
Ritik Malhotra, Founder and CEO of Savvy Wealth, discusses the launch of Savvy Intelligence and explains how an AI-native technology stack helps advisors streamline financial planning, automate complex analysis, and deliver more personalized client service. He also shares early adoption results, the firm’s advisor-driven product development approach, and why AI is designed to enhance—not replace—the advisor-client relationship.
Triad Wealth Partners' Chief Investment Officer Brent Coggins explains how the firm's planning-first philosophy helps advisors align investments with clients' long-term goals. He also discusses investor behavior, portfolio construction, and what sets Triad's approach apart in a competitive wealth management landscape.
Matthew Liebman, Founding Partner and CEO of Amplius Wealth Partners, discusses the factors behind the firm's rapid growth, what sets Amplius apart in an increasingly competitive RIA landscape, and the innovations shaping its future. He also shares how the firm is leveraging video communication to stay agile, strengthen client relationships, and deliver a more personalized wealth management experience.
Domenick D'Andrea, Co-Founder of DanDarah Wealth Management, shares how the firm helps retirees, pre-retirees, and small business owners navigate retirement income planning, estate strategies, and long-term wealth management. He also discusses DanDarah’s personalized fiduciary approach—and even how Cooper, the firm's beloved canine ambassador, plays a role in client communications and engagement.
Jonathan Rogers, Co-Managing Partner at Forum Financial, shares more about the firm’s history and why its 100% advisor-owned partnership model is central to both the client and advisor experience.
Verum Partners’ Dustin Barr discusses how the firm’s relationship-first culture, team-based approach, and employee-owned structure help create a highly personalized wealth management experience. He also shares how Verum differentiates itself through collaborative planning, transparent communication, and a values-driven philosophy designed to guide clients through both long-term financial goals and uncertain market environments.
Alera Wealth Chief Growth Officer Jeff Silverman shares how decades of experience advising individuals, business owners, and corporate clients helped shape his views on leadership, culture, and building a successful advisory firm. He also discusses what makes Alera’s collaborative model unique, the qualities the firm looks for in potential partners, and how advisors can think about the next stage of growth for their businesses.
Jordan Waxman, founder and managing partner at Nucleus Advisors of Hightower Advisors, discusses how his boutique firm serves entrepreneurs, athletes, artists, and executives through highly personalized, values-based wealth planning. From pre-liquidity event strategy to multi-generational legacy conversations, Waxman shares how Nucleus’ trademarked “withness” philosophy helps clients navigate complex financial and family dynamics with deeper connection and intentionality.
YDF Founder D. Vance Barse shares how a pivotal career moment reshaped his philosophy around wealth planning and why he believes traditional financial advice often falls short for affluent families. He also discusses the proactive strategies used by $2 million to $20 million households, the importance of communication in building trust, and what differentiates his approach within today’s increasingly competitive RIA landscape.
Snowden Lane Partners Senior Partner and Managing Director Armando Ureña discusses the evolving wealth management landscape, the growing demand for high-touch advisory relationships, and the opportunities emerging for advisors building durable practices. He also shares how Snowden Lane’s advisor-owned partnership model, international wealth management capabilities, and client-focused culture continue to differentiate the firm in a competitive industry.
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