Just several months after a re-launch and re-brand of his San Diego-based wealth management business, Jeff Brown has his sights set on one very specific goal: Building a one-of-a kind national firm that provides financial planning, investment management and life coaching services for high-net-worth and ultra-high-net-worth individuals and families. 

Jeff sat down with Emigrant Partner's Mark Bruno to share his vision and his plan for continuing to accelerate the growth of his firm, Stratos Private Wealth, which is a division of Stratos Wealth Partners, one of Emigrant's Partner Firms. In this episode, Jeff specifically discusses his approach to delivering a truly differentiated client experience - as well as his strategy for growing of Stratos Private Wealth through a mix of creative marketing and recruiting approaches. 

The first-ever episode of RIA+ features Reza Zamani, founder and CEO of SteelPeak Wealth Management, one of the fastest-growing and most strategic RIAs in the industry, and one of Emigrant's 20 Partner Firms. Reza and his team started SteelPeak 11 years ago after leaving the wirehouse world and now operate an enterprise that has roughly $2.7B in assets - with some aggressive growth goals that Reza outlines for the next several years. Mark and Reza caught up to discuss the SteelPeak story, the primary contributions to the firm's organic growth, how they have leveraged custodial referrals - and how SteelPeak is thinking about M&A and recruiting in its next growth phase.