Meet the RIA: Alera Group 00:10:57 Tina Hohman, Executive Vice President, Wealth Services at Alera Group, shares how the firm's "secret sauce" has played a role in its deal-making and growth. She looks at the pipeline for future acquisitions, what makes Alera Group stand out, and how the RIA reacts to challenging markets. Create new playlist Create new playlist Meet the RIA: Wealthspire Advisors 00:12:45 Wealthspire Advisors has doubled the size of its business over the past three years and grown its AUM to just north of $18 billion. CEO Mike LaMena shares the RIA's different growth strategies, how he ensures that the company is expanding its service to meet clients' increasing needs, and where he sees the industry moving in the years to come Create new playlist Create new playlist Meet The RIA - Sweet Financial 00:08:25 Brittany Anderson, President of Sweet Financial, shares why her team decided to break away from Raymond James to launch their own RIA and foster their own unique client experience, which includes a dream wall and freshly baked cookies daily. She also discusses their three target niches, accomplishments, and future goals. Create new playlist Create new playlist Remain Thoughtful and Keep the Longer-term Victory in Mind for the RIA Hybrid Future 00:07:06 From skepticism to validation and now convergence, Jim Gold, CEO of Steward Partners Global Advisory discusses the evolution of the wealth management industry while sharing insights into company uniqueness, partnership structure and maintaining an optimistic mindset in the face of investment obstacles. Create new playlist Create new playlist Patience, Humility & Discipline Are Key to Long-Term Success, Says Top RIA 00:12:54 Bartlett Wealth Management has been consistently ranked a "Top 100 RIA" by Barron's. CEO Jim Hagerty, CFA shares critical financial planning and investment management considerations, Bartlett’s approach to investing during volatile times, and what we can learn from history about times of geopolitical crisis. Create new playlist Create new playlist Outwork Your Competition, Be a Student & Never Forget Your Humility 00:03:42 Brandywine Oak has grown to $1.5 billion in assets under management since its inception in 2018. Founder and CEO Michael Henley CFP®, CPWA®, CPRC®, RMA® shares industry advice, tax tips, and what he sees as the biggest gap for families in receiving financial advice. Create new playlist Create new playlist Load More
