Growth Leaders of Wealth Management

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Growth Leaders of Wealth Management

Meg Carpenter

18 episodes

4 days ago

When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...

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When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...

Show more...

Episodes (18/18)

Growth Leaders of Wealth Management

18. Building a Firm That Grows Itself: The Brighton Jones Way

When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...

6 days ago

1 hour 7 minutes

Growth Leaders of Wealth Management

17. Inside Kayne Anderson Rudnick’s 540% Growth Story

Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent. In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Jeannine Vanian, and Managing Director of Marketing & Communications, Stephanie Gillman, to explore how KAR has maintained boutique-level intimac...

1 month ago

58 minutes

Growth Leaders of Wealth Management

16. How Pure Financial Built a $9B Firm by Doing the Opposite

Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass affluent, proving that you can grow with purpose while breaking every so-called industry rule. In this conversation, Joe Anderson, CEO and President, and Jason Carver, CFO and Managing Partner, share how Pure scaled through a model that separates advice from sales, invests roughly 24% of revenue into marketing, and delivers 20–30% organic growth ...

2 months ago

57 minutes

Growth Leaders of Wealth Management

15. How EP Wealth Advisors Scaled to $32B Without Losing Its Soul

Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real story here isn’t on the numbers, but the humility, partnerships, and radical rethinking of how wealth management firms grow. In this episode, host Meg...

3 months ago

1 hour 9 minutes

Growth Leaders of Wealth Management

14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM

15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki. In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using social media when the rules weren’t clear for financial companies, and the inflection point that helped them grow: COVID. That huge gamble that start...

4 months ago

52 minutes

Growth Leaders of Wealth Management

Top 5 Growth Insights from Season 1

Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in! Join us for a “greatest hits” collection from our season one conversations, where we share our five key takeaways on what it takes to be a growth leader. Connect with us: Meg Carpenter on LinkedInHarpreet Ahluwalia on LinkedInJohn Bunch on LinkedInBrent Brodeski on LinkedInBill Capuzzi on LinkedInMatt Fleissig on LinkedInHeather Fortner on LinkedInLauren Fryef...

11 months ago

32 minutes

Growth Leaders of Wealth Management

Solve a Hard Problem: Apex’s Mission to Simplify Investing

From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years. Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re joined by CEO Bill Capuzzi, Chief Commercial Officer Connor Coughlin, Head of Advisory Olivia Eisinger, and Head of Advisory Product, Michael ...

11 months ago

55 minutes

Growth Leaders of Wealth Management

Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets

Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 trillion AUM since 2019. Join us as we discuss training the next generation of advisors, building top-notch technology, enabling advisor growth and much more. In this episode, we’re joined by Marc Cohen, LPL’s Head of Corporate Strategy; Aneri Jambusaria, Business and Wealth Solutions Managing Director; Peter Vincent, Head of Field Management; an...

12 months ago

1 hour 6 minutes

Growth Leaders of Wealth Management

Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy

What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years! Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In this episode, we’re joined by Matthew Fleissig, Co-founder and CEO of Pathstone, along with President Kelly Maregni, CMO Lauren Fryefield, and priv...

1 year ago

1 hour 12 minutes

Growth Leaders of Wealth Management

How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success

From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD! Join us as we discuss SignatureFD’s “three-legged stool” philosophy of growth, and how they have maintained one of the best employee retention rates in the industry. In this episode, we’re joined by Doug Liptak, Co-founder and Chief Strategy Officer, Heather Robertson Fortner, CEO, and Crystal Mathis, CMO. Connect with us: ...

1 year ago

1 hour 2 minutes

Growth Leaders of Wealth Management

From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth

How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out! Join us as we explore the growth journey of Advisors Excel Wealth Management, an RIA born out of an IMO in Topeka, Kansas. In this episode, we’re joined by AE’s Co-founder Cody Foster, Chief Strategy Officer Matt Neuman, and Head of Sales Kevin Thornton. Connect with us: Meg Carpenter on LinkedInCody Foster on LinkedInMatt N...

1 year ago

54 minutes

Growth Leaders of Wealth Management

How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it! Join us as we explore Allworth Financial’s growth journey and how their unique marketing-first approach has led to a 30-year radio show, $23 billion AUM, 33 locations across the country, and much more. In this episode, we’re joined by Scott Hanson, Co-founder and Vice Chair of Allworth, along with Chief Executive ...

1 year ago

51 minutes

Growth Leaders of Wealth Management

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind. Join us as we uncover Savant’s ambitious mission and explore how the firm's unique approach to private equity, employee ownership, M&A and more is driving it forward. In this episode, we’re joined by Brent, along with his colleagues Patrick Lawlor an...

1 year ago

1 hour 16 minutes

Growth Leaders of Wealth Management

Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings. We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisory firms like Morgan Stanley and JP Morgan. Join us as we explore Vestwell's journey with Founder and CEO Aaron Schumm, Board Directors Lori Hardwic...

1 year ago

53 minutes

Growth Leaders of Wealth Management

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a top-down perspective on their growth strategy. She also speaks with Merit partners Tait Lane and Zachary Mersberger to hear why they chose to j...

1 year ago

52 minutes

Growth Leaders of Wealth Management

Integrating Wealth Management and Accounting: Choreo’s Strategic Vision

Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlighting the strategic acquisition of RSM's US Wealth Management practice and the firm's impressive growth trajectory. Learn about Choreo’s four-pillar partnership program designed to foster strong, value-aligned relationships with CPA firms through equity...

1 year ago

50 minutes

Growth Leaders of Wealth Management

Altruist’s Unmatched and Mission Driven Growth

Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's mission, emphasizing digital client acquisition and automation to achieve phenomenal growth. Hear from Altruist Chief Product Officer, Harpreet Ah...

1 year ago

1 hour 1 minute

Growth Leaders of Wealth Management

Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth

Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we learn about their groundbreaking flat fee model and tech-driven efficiency that are reshaping the wealth management industry. Discover how Facet's s...

1 year ago

26 minutes