Growth Leaders of Wealth Management

Most firms say they want to last. Truepoint Wealth Counsel engineered it.When PE valuations exploded and peers were cashing out at eye-popping multiples, Truepoint Wealth Counsel did something almost unheard of: they put the PE decision to a vote. One shareholder, one vote, regardless of ownership size. The result? An overwhelming mandate to stay independent and double down on growth.That vote didn't just settle a question. It forced one: if you're not selling, how do you actually build a firm designed to outlast its founders?In this conversation, Meg talks with founder and chairman Michael Chasnoff, CEO Steve Condon, and Director of Growth Abby Tuke about what 36 years of employee ownership actually looks like in practice. The financing mechanism that lets employees buy in, the governance structure that separates ownership from management, and the comp model that rewards firm-wide growth instead of individual production.You'll also hear about Commas, Truepoint Wealth Counsel's subscription-based service arm for wealth accumulators, the segmentation mistake that allowed them to realize a third service tier they never planned on, and why a 20-year time horizon changes every decision from marketing to technology to AI readiness.This isn't a succession planning story. It's a story about what becomes possible when permanence is the strategy from day one.0:00 — What Does It Actually Mean to Build a Firm That Lasts?4:41 — Why Michael Chasnoff Started TruePoint in 19908:13 — Employee Ownership as a Growth Strategy10:01 — The Mindset Shift That Made Ownership Distribution Possible15:42 — How Employees Actually Afford to Buy In16:48 — The Private Equity Vote That Changed Everything26:01 — Building a Growth Culture Without Sales Language35:06 — No Individual Incentives, Firm-Wide Reward42:49 — The Segmentation Mistake That Led to a Third Service Tier54:55 — Why AI Readiness Starts With Clean DataConnect with us: Megan Carpenter on LinkedInFicomm Partners WebsiteMichael Chasnoff on LinkedInSteve Condon on LinkedInAbby Tuke on LinkedInTruepoint Wealth Counsel Wealth Counsel

Most firms treat liquidity like an event. Parallel built it into the system.Instead of waiting for retirement to solve succession, they created a way for advisors to transition pieces of their book internally, get paid through revenue share, and free up space to grow again.No forced sale. No awkward handoff.The next advisor steps in, incentives stay aligned, and clients never feel the shift. They also give advisors a real choice. Monetize up front through M&A, or partner and monetize later. Same platform. Same culture. Different timing. That flexibility changes recruiting conversations and keeps good advisors building longer.In this conversation, Meg talks with CJ Rendic, Mike Murray, and Jake Schutt about what actually drove Parallel from $5B to over $10B, why their digital lead gen experiment didn’t convert, how they built peer accountability instead of boss pressure, and why autonomy, relationships, and economics still run this industry.0:00 — The Myth of Silver Bullets & Parallel’s Inflection to $10B6:20 — The Three Levers of Growth: Organic, Inorganic, Market12:28 — Solving Capacity with Internal Book Transitions16:58 — Infrastructure That Scales: Pods, Planning, Centralized Teams20:24 — Forums, Peer Accountability, and Advisor Activation24:00 — Corporate Lead Gen Trade-Offs & The Bay Area Experiment31:40 — M&A vs. Recruiting: Dual Paths, Dual Equity, Real Optionality42:37 — Scaling Culture Through Systems, Not Slogans46:12 — Autonomy, Relationships, Economics & Gamified Activity51:40 — Market Capture, AI Tools, and the $100B VisionConnect with us: Megan Carpenter on LinkedInFicomm Partners WebsiteCJ Rendic on LinkedInMichael Murray on LinkedInJacob Schutt on LinkedInParallel Advisors

When a firm grows, most people picture the same things: more clients per advisor, more complexity stacked onto the day, and longer hours that slowly become the norm. The common result is that growth shows up as pressure before it shows up as progress.Mission Wealth challenged that assumption early and built a firm around a different idea: protect capacity first, then design growth around it. Today, that thinking shapes everything from how many households an advisor serves, to how teams share revenue and who earns ownership across the organization.In this new episode of Growth Leaders of Wealth Management, our host Meg Carpenter sits down with Mission Wealth’s leadership to explore what happens when growth becomes a structural decision rather than a volume race. They talk through the choices behind capped client loads, shared expertise, long-term investment in organic channels, and why patience compounds faster than urgency. Welcome!0:00 — Why Mission Wealth Stands Out2:08 — The 60-Household Cap and a Different Growth Model6:21 — Organic Growth, Market Impact, and M&A Reality9:09 — How Mission Wealth Built Multiple Growth Channels14:29 — Custodial Referrals and Competing at the Top Tier16:54 — The Wealth Strategy Group as a Growth Engine20:13 — Diamond Teams, Regional Models, and Capacity Control26:02 — Marketing Evolves Into a Firmwide Growth Driver32:23 — Digital Growth, Patience, and the Three-Year Rule41:05 — Leadership, Gender Equity, and Advisor Advantage43:11 — AI, Advisor Capacity, and the Road AheadConnect with us: Megan Carpenter on LinkedInFicomm Partners WebsiteMatthew Adams on LinkedInDannell Stuart on LinkedInMichelle Winkles on LinkedInJohn Wernz on LinkedInMission Wealth Website

Very few firms in wealth management grow from $25 billion to nearly $100 billion in five years, and even fewer do it by rethinking the structure of the industry itself. NewEdge Capital Group built its momentum by designing a platform around what elite advisors actually need: time, autonomy, and a model that supports different kinds of practices without forcing them into the same box. Their dual-RIA architecture, integration-first tech philosophy, and innovative bridge programs — now generating almost $2 billion in internal referrals — are the result of looking at the advisor experience with fresh eyes.In this episode, host Meg Carpenter sits down with two leaders whose path into wealth management began in the tech world. They first built companies together, then scaled Alex’s family advisory practice into Goss Advisors, which was later acquired by EdgeCo Holdings and merged with Mid Atlantic Financial Management to form the base of what is now NewEdge Capital Group. Their story is part entrepreneurial, part structural reinvention, and part cultural clarity — a combination that helps explain why top advisors are choosing NewEdge and why the firm’s growth shows no signs of slowing.Connect with us: Alex Goss on LinkedInNeil Turner on LinkedInNewEdge Capital GroupMegan Carpenter on LinkedInFicomm Partners WebsiteAbout Ficomm PartnersFicomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.

Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream.In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how Cresset reached $65 billion in eight years and why their digital strategy is evolving faster than the industry around them. They explore the rise of AI-driven discovery, the diversified growth model powering their expansion, and the cultural decisions made early on that still shape the firm today.0:00 — The $500M AI lead that sparked the conversation3:50 — How Cresset was built by clients, culture, and a real brand10:45 — The early digital bet and the momentum that followed17:45 — A major pivot that fell short and what they learned23:50 — How their diversified growth engine actually works29:20 — Ownership, succession, and advisor appeal39:20 — Catalyst, AI discovery, and the 100-year visionConnect with us: Eric Becker on LinkedInJessica Malkin on LinkedInCresset CapitalMegan Carpenter on LinkedInFicomm Partners WebsiteVisit the Karma For Cara Foundation website to learn more about their job helping patients who are facing leukemia.About Ficomm PartnersFicomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.

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 competency through their MESI program, how client experience evolved into an operational discipline, and why their team chose patience and purpose over shortcuts.It’s a rare look at a firm that has turned emotional intelligence, client trust, and thoughtful leadership into something measurable and scalable.Connect with us: Jon Jones on LinkedInCarley Dillon on LinkedInMelinda Torres on LinkedInBrighton JonesMeg Carpenter on LinkedInFicomm Partners

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 intimacy while achieving global scale. From their “A’s only” hiring philosophy to a collaborative three-person leadership model without a CEO, their story challenges conventional wisdom and offers a blueprint for sustainable, generational growth.If you’ve ever wondered how to balance culture, scale, and authentic client relationships, this conversation shows what’s possible when firms choose discipline over shortcuts.Connect with us: Megan Carpenter on LinkedInFicomm Partners WebsiteJeannine Vanian on LinkedInStephen Rigali on LinkedInStephanie Gillman on LinkedInKayne Anderson Rudnick Website

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 year after year. Their approach creates real career paths for CFPs, builds one of the leanest yet most effective marketing engines in the business, and stays rooted in the mission to help families who need advice the most.This is more than a growth story—it’s a blueprint for what happens when you’re willing to rethink the very structure of wealth management and build a firm where growth follows purpose, not the other way around.Connect with us: Meg Carpenter on LinkedInFicomm PartnersJason Carver on LinkedInJoseph Anderson on LinkedInPure Financial

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 Carpenter talks with EP Wealth’s co-founder Brian Parker, CEO Ryan Parker, and Head of Marketing Jim Mocci about what it takes to grow with intention. They discuss EP's unique approach to M&A (they actually ban the word “acquisition”), why marketing isn’t just a support function but a driver of strategy, and how the firm has built scalable systems that still feel personal. Whether you’re hitting a growth ceiling or wondering how to scale without selling your soul, this conversation will give you a new blueprint.Connect with us: Brian ParkerRyan ParkerJim MocciEP Wealth AdvisorsMegan CarpenterFicomm Partners

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 started in Brazil really paid off, and now the firm has more than $3B in AUM.Connect with us: Meg Carpenter on LinkedInRoss Gerber on LinkedInDanilo Kawasaki on LinkedInHatem Dhiab on LinkedIn

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 Fryefield on LinkedInAnders Jones on LinkedInMichael Kerins on LinkedInCrystal Mathis on LinkedInKay Lynn Mayhue on LinkedInLarry Miles on LinkedInRob Morrison on LinkedInMatt Neuman on LinkedInAaron Schumm on LinkedInPeter Vincent on LinkedInWho should we spotlight next? Nominate growth leaders for Season 2Want to learn more…Visit ficommpartners.com

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 Kerins.Connect with us: Meg Carpenter on LinkedInBill Capuzzi on LinkedInConnor Coughlin on LinkedInOlivia Eisinger on LinkedInMichael Kerins on LinkedInWho should we spotlight next? Nominate growth leaders for Season 2Want to learn more…Visit ficommpartners.com

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; and Phillip Bell, an LPL Investment Advisor Representative for Financial Planning Resources in Oklahoma.Connect with us: Meg Carpenter on LinkedInMarc Cohen on LinkedInAneri Jambusaria on LinkedInPeter Vincent on LinkedInPhillip Bell on LinkedInWho should we spotlight next? Nominate growth leaders for Season 2Want to learn more…Visit ficommpartners.com

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 private equity investor Brad Armstrong of Lovell Minnick Partners.Connect with us: Meg Carpenter on LinkedInMatthew Fleissig on LinkedInKelly Maregni on LinkedInBrad Armstrong on LinkedInLauren Fryefield on LinkedInPathstoneWant to learn more…Visit ficommpartners.com

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: Meg Carpenter on LinkedInDoug Liptak on LinkedInHeather Robertson Fortner on LinkedInCrystal Mathis on LinkedInSignatureFD on LinkedInWant to learn more…Visit ficommpartners.com

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 Neuman on LinkedInKevin Thornton on LinkedInWant to learn more…Visit ficommpartners.com

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 Officer, John Bunch, Director of Client Experience, Victoria Bogner, and private equity investor Andrew Dodson of Parthenon Financial.Connect with us: Meg Carpenter on LinkedInScott Hanson on LinkedInVictoria Bogner on LinkedInJohn Bunch on LinkedInAndrew Dodson on LinkedInWant to learn more…Visit ficommpartners.com

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 and Robert Morrison, as well as Bill Frayer of Kelso & Company and Keith Taylor of The Cynosure Group.Connect with us: Meg Carpenter on LinkedInBrent Brodeski on LinkedInPatrick Lawlor on LinkedInRobert Morrison on LinkedInBill Frayer on LinkedInKeith Taylor on LinkedInWant to learn more…Visit ficommpartners.com

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 Hardwick and Logan Allin, and Doug Magnolia, Chief Customer Officer and President of Vestwell State Savings.Connect with us: Meg Carpenter on LinkedInAaron Schumm on LinkedInDoug Magnolia on LinkedInLogan Allin on LinkedInLori Hardwick on LinkedInWant to learn more…Visit ficommpartners.com

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 join Merit and how they’ve contributed to the firm’s accelerated growth. Finally, she talks to Rich Gill from Wealth Partners Capital Group about why his organization chose to invest in Merit and how he sees the hybrid RIA space as a vast opportunity. You’ll hear what makes organic growth the backbone of validating M&A, and how Merit’s approach to organic growth tracks is revolutionizing their approach to both client acquisition and advisor recruitment.Whether you’re an advisor looking to scale your business or a wealth management firm seeking to innovate your growth strategies, this episode is packed with practical insights and transformative stories that could empower you to achieve sustainable success. Don’t miss out on this deep dive into how this wealth management firm is driving rapid growth.Connect with us: Meg Carpenter on LinkedInKay Lynn Mayhue on LinkedInTait Lane on LinkedInZachary Mersberger on LinkedInRich Gill on LinkedInWant to learn more…Visit ficommpartners.com

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, revenue share, real estate proximity, and education.Discover the growth strategies that have fueled Choreo, focusing on the vital role of nurturing existing client relationships, facilitating client referrals, and establishing strategic CPA partnerships. Hear from David Winslow and Marci Spivey on how exceptional client care can lead to unwavering loyalty and successful referrals.Marissa Fox-Foley sheds light on Choreo's branding strategy, ensuring respect for RSM US Wealth Management's legacy while forging a new identity. We'll also explore Choreo’s customer-centric marketing strategy, which includes a significant investment in marketing and technology to enhance the client experience. Join us as we uncover Choreo’s vision of building a 100-year business, making long-term decisions that benefit clients and communities alike.Connect with us: Meg Carpenter on LinkedInLarry Miles on LinkedInDavid Winslow on LinkedInMarci Spivey on LinkedInMarissa Fox-Foley on LinkedInWant to learn more…Visit ficommpartners.com

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 Ahluwalia, VP of Customer Success, Michelle Shotts, and VP of Marketing, Chris Hiestand, who share the secrets behind the firm’s collaborative and data-centric culture that has captivated the financial advisory community.In this episode you’ll hear about the challenges of building a custodian from the ground up. Jason Wenk takes us through the arduous yet rewarding process of founding Altruist, from securing initial funding to creating a buzz that accumulated more assets in its first three years than any other major U.S. fintech. With insights on team dynamics, risk-taking, and market fit, this episode sheds light on the pivotal moments that have positioned Altruist as an established leader in the industry. Discover how diverse hiring and first-principles problem-solving have enabled Altruist to develop innovative and modern solutions like in-app chat support for financial advisors.Connect with us: Meg Carpenter on LinkedinJason Wenk on LinkedinHarpreet Ahluwalia on LinkedinMichelle Shotts on LinkedinChris Hiestand on LinkedinWant to learn more…Visit ficommpartners.com

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 shift to a direct-to-consumer model is set to serve 20 million underserved Americans by 2030.Shruti will walk us through their strategic marketing and sales evolution, sharing how refining their client profile has boosted satisfaction and retention. Anders will offer insights into Facet's innovative service delivery, including flexible meetings and dedicated service teams for the mass affluent market.  Learn how Facet is making a big impact on the lives of their clients in an industry ready for change by listening now!Connect with us: Meg Carpenter on LinkedinAnders Jones on LinkedinShruti Joshi on LinkedinWant to learn more…Visit ficommpartners.com