What happens when three industry titans leave the corporate world to build a firm from the ground up? In this episode of The Stephen and Kevin Show, we sit down with the founders of &Partners—David Kowach, Kristi Mitchem, and John Alexander.

Together, they have created one of the fastest-growing hybrid RIAs in the country, surpassing 100 advisor practices and $50 billion in assets in a remarkably short period.

In this episode, we discuss:

• Scaling with Soul: How to build an organization that feels small and personal but operates with massive scale.
• The Leadership Shift: Lessons carried over from leading massive organizations like Wells Fargo Advisors and BMO Global Asset Management.
• Intentional Culture: Why &Partners is focused on advisor ownership and removing the bureaucracy of "big-scale" players.
• Advisor Growth: Specific growth activities and marketing shifts for advisors moving away from large wirehouses.
• The Five-Year Vision: What success looks like as they target $120 billion in assets by 2028.

Whether you are a solo advisor or leading a large team, these insights on leadership and intentional growth are a masterclass for anyone in the wealth management space.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

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