The Modcast

Jason Gordo and Gary Roth
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  • MANAGEMENT
  • TWEEWEKELIJKS

The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them? Hosted by Jason Gordo and Gary Roth, co-founders of Modern Wealth Management, they'll dive deep into what truly drives RIA growth and the reasons behind it.

  1. 10 MRT

    019: Talent Initiatives: Why Leveling Up Your Team Matters

    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  Subscribe on YouTube! https://www.youtube.com/@ModernModcast  https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Episode 003: https://youtu.be/ToN_dx4P1FI  Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

    21 min.

  2. 3 FEB

    018: The State of M&A with Allen Darby

    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  Subscribe on YouTube! https://www.youtube.com/@ModernModcast  https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Episode 013: https://youtu.be/3BC7LibB4OI Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

    47 min.

  3. 20 JAN

    017: Six in '26 - Structuring Annual Business Goals

    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. Subscribe on YouTube! https://www.youtube.com/@ModernModcast  https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow 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 Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

    20 min.

  4. 18-12-2025

    016: Insights from a Financial Industry Veteran with Derek Bruton

    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. Subscribe to our Other Channels! 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 Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

    30 min.

  5. 25-11-2025

    015: Anatomy of a Deal: The RIA Seller's Guide

    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  Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/  Connect with Us: Modcast.show

    31 min.

  6. 21-10-2025

    014: Driving Enterprise Value with Mike Capelle

    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  Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/  Connect with Us: Modcast.show

    35 min.

  7. 07-10-2025

    013: Evolution of Wealth Management Technology with Mike Capelle

    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 Connect with Us: Modcast.show

    39 min.

  8. 23-09-2025

    012: Building an Investment Platform to Support Advisor Growth with Stephen Tuckwood, CFA

    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. Subscribe to our Other Channels!  https://www.youtube.com/@MeetModernWealth  https://www.youtube.com/@AmericasWealthManagementShow Episode 011: https://youtu.be/OJ7HMMifsUM Connect with Us: Modcast.show

    20 min.
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Info

The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them? Hosted by Jason Gordo and Gary Roth, co-founders of Modern Wealth Management, they'll dive deep into what truly drives RIA growth and the reasons behind it.

Informatie

  • Maker
    Jason Gordo and Gary Roth
  • Jaren actief
    2025 - 2026
  • Afleveringen
    20
  • Beoordeling
    Veilig
  • Copyright
    © 2025
  • Website van aflevering
    The Modcast

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