12. How Wealth and Retirement are Converging from an RIA Trailblazer | Scott Colangelo

In this episode of Gray to Great, Dan Dal Degan interviews Scott Colangelo, chairman of Prime Capital, discussing his journey from starting at Edward Jones to establishing the first RIA in Kansas. Scott shares insights on building a scalable retirement advisory firm, the convergence of wealth management and retirement advising, and his advocacy efforts in the industry. He emphasizes the importance of finding passion in one's work and the impact of education on participants' financial futures.

More About Scott Colangelo:
Scott Colangelo is the Chairman of Prime Capital, where he has been instrumental in pioneering fee-based asset management and establishing the first Registered Investment Advisor (RIA) in Kansas. With a career spanning over two decades, Scott has been a trailblazer in the convergence of wealth management and retirement advising. He began his career at Edward Jones, where he was recognized as a top producer, and later co-founded Prime Capital with Tim Hakes.

Scott's innovative approach includes managing risk-based portfolios and advocating for participant education and wellness in retirement plans. He has been actively involved in legislative advocacy, focusing on issues like collective trusts for 403(b) plans. Scott resides in Kansas, where he is committed to giving back to the community that has supported his career and family.