Growth Leaders of Wealth Management

From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD!

Join us as we discuss SignatureFD’s “three-legged stool” philosophy of growth, and how they have maintained one of the best employee retention rates in the industry. In this episode, we’re joined by Doug Liptak, Co-founder and Chief Strategy Officer, Heather Robertson Fortner, CEO, and Crystal Mathis, CMO.

Connect with us: 

• Meg Carpenter on LinkedIn
• Doug Liptak on LinkedIn
• Heather Robertson Fortner on LinkedIn
• Crystal Mathis on LinkedIn
• SignatureFD on LinkedIn

Want to learn more…

• Visit ficommpartners.com

How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out!

Join us as we explore the growth journey of Advisors Excel Wealth Management, an RIA born out of an IMO in Topeka, Kansas. In this episode, we’re joined by AE’s Co-founder Cody Foster, Chief Strategy Officer Matt Neuman, and Head of Sales Kevin Thornton. 

Connect with us: 

• Meg Carpenter on LinkedIn
• Cody Foster on LinkedIn
• Matt Neuman on LinkedIn
• Kevin Thornton on LinkedIn

Want to learn more…

• Visit ficommpartners.com

What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it!

Join us as we explore Allworth Financial’s growth journey and how their unique marketing-first approach has led to a 30-year radio show, $23 billion AUM, 33 locations across the country, and much more. In this episode, we’re joined by Scott Hanson, Co-founder and Vice Chair of Allworth, along with Chief Executive Officer, John Bunch, Director of Client Experience, Victoria Bogner, and private equity investor Andrew Dodson of Parthenon Financial.

Connect with us: 

• Meg Carpenter on LinkedIn
• Scott Hanson on LinkedIn
• Victoria Bogner on LinkedIn
• John Bunch on LinkedIn
• Andrew Dodson on LinkedIn

Want to learn more…

• Visit ficommpartners.com

Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind.

Join us as we uncover Savant’s ambitious mission and explore how the firm's unique approach to private equity, employee ownership, M&A and more is driving it forward. In this episode, we’re joined by Brent, along with his colleagues Patrick Lawlor and Robert Morrison, as well as Bill Frayer of Kelso & Company and Keith Taylor of The Cynosure Group.

Connect with us: 

• Meg Carpenter on LinkedIn
• Brent Brodeski on LinkedIn
• Patrick Lawlor on LinkedIn
• Robert Morrison on LinkedIn
• Bill Frayer on LinkedIn
• Keith Taylor on LinkedIn

Want to learn more…

Visit ficommpartners.com

Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings.

We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisory firms like Morgan Stanley and JP Morgan. Join us as we explore Vestwell's journey with Founder and CEO Aaron Schumm, Board Directors Lori Hardwick and Logan Allin, and Doug Magnolia, Chief Customer Officer and President of Vestwell State Savings.

Connect with us: 

• Meg Carpenter on LinkedIn
• Aaron Schumm on LinkedIn
• Doug Magnolia on LinkedIn
• Logan Allin on LinkedIn
• Lori Hardwick on LinkedIn

Want to learn more…

• Visit ficommpartners.com

Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? 

Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a top-down perspective on their growth strategy. She also speaks with Merit partners Tait Lane and Zachary Mersberger to hear why they chose to join Merit and how they’ve contributed to the firm’s accelerated growth. Finally, she talks to Rich Gill from Wealth Partners Capital Group about why his organization chose to invest in Merit and how he sees the hybrid RIA space as a vast opportunity. You’ll hear what makes organic growth the backbone of validating M&A, and how Merit’s approach to organic growth tracks is revolutionizing their approach to both client acquisition and advisor recruitment.

Whether you’re an advisor looking to scale your business or a wealth management firm seeking to innovate your growth strategies, this episode is packed with practical insights and transformative stories that could empower you to achieve sustainable success. Don’t miss out on this deep dive into how this wealth management firm is driving rapid growth.

Connect with us: 

• Meg Carpenter on LinkedIn
• Kay Lynn Mayhue on LinkedIn
• Tait Lane on LinkedIn
• Zachary Mersberger on LinkedIn
• Rich Gill on LinkedIn

Want to learn more…

• Visit ficommpartners.com

Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlighting the strategic acquisition of RSM's US Wealth Management practice and the firm's impressive growth trajectory. Learn about Choreo’s four-pillar partnership program designed to foster strong, value-aligned relationships with CPA firms through equity, revenue share, real estate proximity, and education.

Discover the growth strategies that have fueled Choreo, focusing on the vital role of nurturing existing client relationships, facilitating client referrals, and establishing strategic CPA partnerships. Hear from David Winslow and Marci Spivey on how exceptional client care can lead to unwavering loyalty and successful referrals.

Marissa Fox-Foley sheds light on Choreo's branding strategy, ensuring respect for RSM US Wealth Management's legacy while forging a new identity. We'll also explore Choreo’s customer-centric marketing strategy, which includes a significant investment in marketing and technology to enhance the client experience. Join us as we uncover Choreo’s vision of building a 100-year business, making long-term decisions that benefit clients and communities alike.

Connect with us: 

• Meg Carpenter on LinkedIn
• Larry Miles on LinkedIn
• David Winslow on LinkedIn
• Marci Spivey on LinkedIn
• Marissa Fox-Foley on LinkedIn

Want to learn more…

• Visit ficommpartners.com

Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's mission, emphasizing digital client acquisition and automation to achieve phenomenal growth. Hear from Altruist Chief Product Officer, Harpreet Ahluwalia, VP of Customer Success, Michelle Shotts, and VP of Marketing, Chris Hiestand, who share the secrets behind the firm’s collaborative and data-centric culture that has captivated the financial advisory community.

In this episode you’ll hear about the challenges of building a custodian from the ground up. Jason Wenk takes us through the arduous yet rewarding process of founding Altruist, from securing initial funding to creating a buzz that accumulated more assets in its first three years than any other major U.S. fintech. With insights on team dynamics, risk-taking, and market fit, this episode sheds light on the pivotal moments that have positioned Altruist as an established leader in the industry. Discover how diverse hiring and first-principles problem-solving have enabled Altruist to develop innovative and modern solutions like in-app chat support for financial advisors.

Connect with us: 

• Meg Carpenter on Linkedin
• Jason Wenk on Linkedin
• Harpreet Ahluwalia on Linkedin
• Michelle Shotts on Linkedin
• Chris Hiestand on Linkedin

Want to learn more…

• Visit ficommpartners.com

Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we learn about their groundbreaking flat fee model and tech-driven efficiency that are reshaping the wealth management industry. Discover how Facet's shift to a direct-to-consumer model is set to serve 20 million underserved Americans by 2030.

Shruti will walk us through their strategic marketing and sales evolution, sharing how refining their client profile has boosted satisfaction and retention. Anders will offer insights into Facet's innovative service delivery, including flexible meetings and dedicated service teams for the mass affluent market.  Learn how Facet is making a big impact on the lives of their clients in an industry ready for change by listening now!

Connect with us: 

• Meg Carpenter on Linkedin
• Anders Jones on Linkedin
• Shruti Joshi on Linkedin

Want to learn more…

• Visit ficommpartners.com