Episodes
129
Latest episode
Jul 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.
Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds a team culture centered on authenticity, professional development, and helping clients achieve their financial goals.
CEO Jim Dickson discusses how Elevation Point is helping independent wealth management firms grow through minority-stake partnerships, an accelerator-focused model, and strategic investments in AI and data infrastructure designed to support long-term success.
With more than $24 billion in assets under management, Johnson Investment Counsel has continued to grow while remaining 100% employee-owned. In this conversation, Jason O. Jackman, CFA, Chief Executive Officer and Principal, discusses the firm's evolution, areas of growth and success, and how its family office approach helps distinguish the firm in today's wealth management landscape.
Michael Zeuner, Managing Partner at WE Family Offices, joins Michelle Yu to discuss the firm’s growth and rising demand for independent, fiduciary advisory services among ultra-high-net-worth families. He also explores how AI is helping families discover family office solutions, improve advisor efficiency, and shape the future of client service.
CEO Raj Bhattacharyya discusses how Robertson Stephens is building its next phase of growth through strategic expansion, culture-first recruiting, and technology investment, while maintaining a personalized fiduciary approach as it scales its national RIA platform.
Jacob Taurel, Managing Partner of Activest Wealth Management, shares the firm’s evolution, its purpose-driven approach to serving families, and ways the team helps clients navigate cross-border financial challenges while building lasting relationships across generations.
Hightower CEO Larry Restieri discusses the firm's next phase of growth, including its Hightower 3.0 strategy, the expansion of Hightower Signature Wealth, and the rollout of the Hightower One platform. He also shares how the firm is balancing scale with advisor independence, expanding its family office capabilities for ultra-high-net-worth clients, and positioning Hightower for continued growth through technology, integration, and strategic acquisitions.
Jonathan Binns, Partner and Portfolio Manager at Rose Capital Advisors, discusses the firm's approach to wealth management, the culture and values that shape its client relationships, and how Rose Capital is navigating growth while remaining focused on personalized advice and long-term client outcomes.
David Salsburg, Founder, President, and Partner at Gresham Partners, shares the story behind the firm's founding and how they have grown as a trusted advisor to ultra-high-net-worth families. He discusses the challenges clients bring to Gresham, the values that define the firm's culture, and how its 100% employee-owned structure helps align the interests of clients and advisors over the long term.
Henry Hagenbuch, Senior Managing Director of Mergers & Acquisitions at Lido Advisors, discusses the firm's growth strategy, what differentiates its approach in today's competitive M&A landscape, and the key qualities Lido looks for when evaluating potential partners. He also shares how the firm's culture, philosophy, and long-term vision continue to drive expansion across the wealth management industry.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
