All Episodes
The Modcast — 25 episodes
024: AI in the RIA Space: Beyond the Hype Pt. 2
023: David Canter's 6 Key Assumptions About the RIA Industry & the Characteristics of a True Platform
022: AI in the RIA Space - Beyond the Hype Pt. 1
021: Three Years of Modern Wealth Management
020: Navigating Succession and Growth in a Financial Advisory Firm
019: Talent Initiatives: Why Leveling Up Your Team Matters
018: The State of M&A with Allen Darby
017: Six in '26 - Structuring Annual Business Goals
016: Insights from a Financial Industry Veteran with Derek Bruton
015: Anatomy of a Deal: The RIA Seller's Guide
014: Driving Enterprise Value with Mike Capelle
013: Evolution of Wealth Management Technology with Mike Capelle
012: Building an Investment Platform to Support Advisor Growth with Stephen Tuckwood, CFA
011: Employee Impact - What Selling Could Mean to Your Team
010: Real Estate and Hiring in a Post-Covid World
009: Impact of Private Equity on the RIA Industry
008: The Elements of a Deal
007: 10 Reasons We Said NO to a Deal (A Buyer's Perspective)
006: 10 Reasons We Said YES to a Deal (A Buyer's Perspective)
005: The Surge of M&A Activity in Wealth Management
004: M&A: The Hottest Topic in the RIA Space
003: 3 Key Reasons to Pay Attention to Organic Growth
002: The Dirty Little Secret About RIA Organic Growth
001: Building Something Modern
Introducing The Modcast with Jason Gordo and Gary Roth