Ep 499: 4Xing To $200M AUM In 4 Years While S...

Up next

Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael Kitces

Building a highly successful advisory platform is less about running every department yourself and more about finding the right operational partners to turn big ideas into a structured reality. Today's milestone episode explores the personal frameworks, scaling pain points, and c ... Show more

. 1h 40min

Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao

Passing the torch to next-gen leaders requires more than paperwork; it demands deep cultural investment, transparent career pathing, and a training ground for collective decision-making. Today's guest highlights the profound personal and corporate transformations that happen when ... Show more

. 1h 29min

Recommended Episodes

#4 Jason Zweig: Elevate Your Financial IQ

The Knowledge Project

WSJ columnist Jason Zweig and I tackle important topics like how to be a smarter investor, filtering out noise, why philosophy and history matters, and his new book, The Devil’s Financial Dictionary. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, ... Show more

. 1h 2min

Dave Welling on What Financial Services Should Look Like

Masters in Business

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique ... Show more

. 1h 16min

Peering Inside the Finance Industry w/ Josh Brown #875

How to Money

Our guest today has been called one of the greatest financial writers of all time. And it’s no wonder – Josh Brown started his original blog, The Reformed Broker back in 2008 as he now continues to write over at DowntownJoshBrown.com. And his latest book “You Weren’t Supposed to ... Show more

. 54min 34sec

1744: How to Master Modern Home Economics: Managing Money, Family and Million Dollar Real Estate

So Money with Farnoosh Torabi

In today’s episode of So Money, we welcome back Lindsey Stanberry, a seasoned journalist and founder of The Purse. The popular newsletter dives into how money intersects with women's lives, encompassing topics from childcare and family budgeting to the emotional load of managing ... Show more

. 35min 31sec