012: Building an Investment Platform to Support Advisor Growth with Stephen Tuckwood, CFA

In episode 12 of The Modcast, we dive into the world of investment management with Stephen "Tuck" Tuckwood, the Director of Investments at Modern Wealth Management. Hosted by Jason Gordo, this episode offers a blend of professional insights and background, making it a must-listen for anyone interested in the intricacies of investment platforms and the dynamics of a growing financial firm.  Tuck elaborates on his role as the Director of Investments, emphasizing the importance of being an extension of the advisory team. He explains how his team provides critical support to advisors, offering a wide array of vetted investment options. This approach allows advisors to tailor strategies to their clients' unique needs, fostering a culture of open architecture and choice rather than a one-size-fits-all model. The episode also delves into the firm's impressive growth trajectory, with Tuck discussing the strategic acquisitions that have expanded the team to 249 employees and increased assets under management to over $10 billion. He highlights the collaborative nature of the investment committee, which includes strong advisor representation to ensure that the platform meets the evolving needs of clients. There is more than that in this episode, so tune in to learn more. Subscribe to our Other Channels!  https://www.youtube.com/@MeetModernWealth  https://www.youtube.com/@AmericasWealthManagementShow Episode 011: https://youtu.be/OJ7HMMifsUM Connect with Us: Modcast.show