021: Three Years of Modern Wealth Management

In this milestone episode, Gordo, Gary, and special guest Mike Capelle, share the journey of Modern Wealth Management's growth to managing over $12 billion AUM and 275 talented professionals. They will discuss how vision, execution, and authentic culture turned early setbacks into springboards for unprecedented success. They break down the unique strategies that fueled their rapid expansion: from employee co-investment that drives ownership and accountability, to the power of a unified firm culture that embraces innovation and problem-solving at every level. Learn why their approach to scaling, one built on trust, active participation, and a future-focused mindset. sets them apart in the fiercely competitive RIA landscape. Key Points: • Employee Co-Investment: Drives ownership and accountability, fueling rapid expansion. • Unified Firm Culture: Embraces innovation and problem-solving at every level. • AI and Regional Expansion: Unlocks new market opportunities and transforms business operations. Episode 001: https://youtu.be/yJuil2Iu2FU  Episode 019: https://youtu.be/9yveLiTzdtI Episode 016: https://youtu.be/xievF31J5bQ Episode 012: https://youtu.be/e5g_d_XF7wk Episode 017: https://youtu.be/aodfj3hmvv A Subscribe on YouTube! https://www.youtube.com/@ModernModcast https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show