In this milestone episode, Gordo, Gary, and special guest Mike Capelle, share the journey of Modern Wealth Management's growth to managing over $12 billion AUM and 275 talented professionals. They will discuss how vision, execution, and authentic culture turned early setbacks into springboards for unprecedented success. They break down the unique strategies that fueled their rapid expansion: from employee co-investment that drives ownership and accountability, to the power of a unified firm culture that embraces innovation and problem-solving at every level. Learn why their approach to scaling, one built on trust, active participation, and a future-focused mindset. sets them apart in the fiercely competitive RIA landscape.

Key Points: • Employee Co-Investment: Drives ownership and accountability, fueling rapid expansion. • Unified Firm Culture: Embraces innovation and problem-solving at every level. • AI and Regional Expansion: Unlocks new market opportunities and transforms business operations.

Episode 001: https://youtu.be/yJuil2Iu2FU

Episode 019: https://youtu.be/9yveLiTzdtI

Episode 016: https://youtu.be/xievF31J5bQ

Episode 012: https://youtu.be/e5g_d_XF7wk

Episode 017: https://youtu.be/aodfj3hmvv

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In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee's Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy with innovation. Veteran financial advisor Bud shares his journey from commission-based work to a fee-only, fiduciary approach, while his son Matt reveals the secrets to balancing family and business. Learn actionable lessons on leadership transition, professional development, and cultural cohesion. Subscribe on YouTube! https://www.youtube.com/@ModernModcast https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

Join Gary and Gordo as they breakdown exciting initiatives emerging in Modern Wealth Management. Discover how the Modern Women is engaging women through community and education, and delve into the transformative experiences of the Next Generation Leadership program. With nearly 20 participants from diverse roles, this program is shaping the future of leadership with personal storytelling, career planning, and strategic business plans. Joined by Logan DeGraeve, this episode highlights the authentic culture and cross-office collaboration that are driving a new wave of leadership. Tune in to hear about future plans to expand these initiatives and the potential for exciting guest appearances to enhance engagement and reach.

Modern Women: https://youtu.be/gVx_SUlwaiU

Next Generation Leaders: https://youtu.be/wYz4qujq0Eo

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https://www.youtube.com/@AmericasWealthManagementShow

Episode 003: https://youtu.be/ToN_dx4P1FI

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Join us as Gary Roth and Jason Gordo unravel the complexities of the RIA market with the CEO of Alaris Acquisitions, and friend of the show, Allen Darby. Discover why auction processes often fall short in securing the best deals, and learn how data-driven compatibility and cultural alignment can transform M&A success. With insights into the shadow market and predictions for future industry growth, this episode is a must-listen for anyone navigating the evolving landscape of mergers and acquisitions.

Learn more about The Buyer's Boardroom: https://www.alarisacquisitions.com/thebuyersboardroom

Catch Gordo on The Buyer's Boardroom: https://www.youtube.com/watch?v=RBnfcdL9wlk

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Episode 013: https://youtu.be/3BC7LibB4OI

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In the first episode of 2026, The Modcast kicks off the year with a deep dive into effective business planning and goal setting. Gary and Gordo share insights on designing annual objectives into manageable, quarterly milestones, emphasizing the importance of adaptability and measurable progress.

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Episode 001: https://youtu.be/yJuil2Iu2FU

Episode 002: https://youtu.be/kaczbeteoeA

Episode 003: https://youtu.be/ToN_dx4P1FI

Episode 011: https://youtu.be/OJ7HMMifsUM

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Derek Bruton shares his journey from the basketball courts to leading roles in the finance. Discover how his unique experiences shape his insights on the financial industry and Modern Wealth Management. • Explore the impact of industry consolidation on financial advisory. • Gain insights into the evolving landscape of wealth management. • Hear Derek's thoughts on the future of financial services.

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https://www.youtube.com/@MeetModernWealth

https://www.youtube.com/@AmericasWealthManagementShow

Episode 005: https://youtu.be/LIx-CtFSA0g

Episode 011: https://youtu.be/OJ7HMMifsUM

Episode 013: https://youtu.be/3BC7LibB4OI

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Gary is back! Join Gordo and Gary as they unravel the complexities of RIA transactions, from the nuances of equity to the art of negotiation. They'll discuss how understanding these elements can transform your approach to selling your RIA and more. Learn:

• Insights into the negotiation strategies that can maximize the value of a sale.
• How client consent works in the transaction process.
• The importance of understanding equity structures and their impact on sellers.
• Four key components of an RIA transaction: closing cash, equity, deferred payments, and earn-outs.

Subscribe to our Other Channels!

• https://www.youtube.com/@MeetModernWealth
• https://www.youtube.com/@AmericasWealthManagementShow

Episode 012: https://youtu.be/e5g_d_XF7wk

Episode 013: https://youtu.be/3BC7LibB4OI

Episode 014: https://youtu.be/zkEMqaZkVMk

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In this Modcast episode, Gordo and Mike Capelle explore strategies for building enterprise value in financial advisory firms. They highlight client-centric growth, post-acquisition integration, scalable investment management, next-gen advisor development, and key performance metrics. They'll dig into that and more:

• Understand your client and target market to deliver focused value.
• Distinguish between market-driven growth and genuine business expansion.
• Maintain a consistent brand message and client experience for maximum value.
• Invest in career paths and the next generation of advisors for sustained growth.

Subscribe to our Other Channels!

• https://www.youtube.com/@MeetModernWealth
• https://www.youtube.com/@AmericasWealthManagementShow

Episode 013: https://youtu.be/3BC7LibB4OI

Episode 006: https://youtu.be/2uK-wZgYLh0

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In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into the evolution of tech stacks and platforms, exploring how technology has transformed the financial advisory landscape since he started his career in wealth management.

• Tech evolution from 2004 to now.
• Importance of interconnectivity in tech.
• AI's role in wealth management.
• Building proprietary tools vs. leveraging existing ones.

Future tech trends in financial services. Subscribe to our Other Channels!

• https://www.youtube.com/@MeetModernWealth
• https://www.youtube.com/@AmericasWealthManagementShow

Episode 001: https://youtu.be/yJuil2Iu2FU

Episode 010: https://youtu.be/qWw9hQZS_IQ

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In episode 12 of The Modcast, we dive into the world of investment management with Stephen "Tuck" Tuckwood, the Director of Investments at Modern Wealth Management. Hosted by Jason Gordo, this episode offers a blend of professional insights and background, making it a must-listen for anyone interested in the intricacies of investment platforms and the dynamics of a growing financial firm.

Tuck elaborates on his role as the Director of Investments, emphasizing the importance of being an extension of the advisory team. He explains how his team provides critical support to advisors, offering a wide array of vetted investment options. This approach allows advisors to tailor strategies to their clients' unique needs, fostering a culture of open architecture and choice rather than a one-size-fits-all model.

The episode also delves into the firm's impressive growth trajectory, with Tuck discussing the strategic acquisitions that have expanded the team to 249 employees and increased assets under management to over $10 billion.

He highlights the collaborative nature of the investment committee, which includes strong advisor representation to ensure that the platform meets the evolving needs of clients. There is more than that in this episode, so tune in to learn more.

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https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow

Episode 011: https://youtu.be/OJ7HMMifsUM

Connect with Us: Modcast.show