Episodes

  • Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

    Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
    Dec 18 2025
    Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.
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    45 mins
  • The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

    The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
    Dec 11 2025
    FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.
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    52 mins
  • The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

    The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
    Dec 4 2025
    Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment, and an unwavering focus on the client experience.
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    52 mins
  • The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

    The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
    Nov 20 2025
    In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.
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    50 mins
  • From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

    From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
    Nov 13 2025
    After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
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    56 mins
  • A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

    A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth
    Nov 6 2025
    Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.
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    53 mins
  • How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition

    How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition
    Oct 30 2025
    As TROs and lawsuits make headlines, two top attorneys who specialize in transitions share how advisors can minimize risk, protect client relationships, and make a clean move with confidence.
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    47 mins
  • Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms

    Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms
    Oct 23 2025
    Having built and sold two world-class firms, the founder of Rise Growth Partners shares lessons on leadership, innovation, and how growth requires constant reinvention.
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    1 hr and 3 mins