Episodios

  • An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next

    An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next
    Jan 8 2026
    2025 quietly reset expectations around growth, capital, and scale. In this Industry Update, we examine what last year set in motion and how advisors can position their businesses for what comes next in 2026.
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    46 m
  • Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

    Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing
    Dec 30 2025
    Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.
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    59 m
  • Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

    Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
    Dec 18 2025
    Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.
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    45 m
  • The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

    The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
    Dec 11 2025
    FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.
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    52 m
  • The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

    The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
    Dec 4 2025
    Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment, and an unwavering focus on the client experience.
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    52 m
  • The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

    The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
    Nov 20 2025
    In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.
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    50 m
  • From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

    From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
    Nov 13 2025
    After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
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    56 m
  • A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

    A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth
    Nov 6 2025
    Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.
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    53 m
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