Advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm, and growth, the Gottfried & Somberg co-founder covers it all. Host: Steve Sanduski.

Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.

Jon Foster: Multigenerational Planning and the Psychology of Wealth

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

Andy Schell: Leadership Lessons From the High Seas

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.

Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

Rick Buoncore: M&A Strategy and the Importance of Culture in Deals

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.

Matt Somberg: The Art and Science of Scaling to $2 Billion in AUM

Download our free app to listen on your phone