The InvestmentNews Podcast

The InvestmentNews Podcast
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Podcast by The InvestmentNews Podcast

  1. Aug 4

    Episode 212: Stop building for someone else: A guide to enterprise value

    The shift toward independence in wealth management is accelerating. More financial advisors recognize that owning and scaling a practice on their own terms offers something a traditional employee model cannot: genuine enterprise value. Yet many advisors still measure success by annual income alone, leaving millions of dollars on the table when the time comes to transition, sell, or pass on their business. The question is no longer whether to think like a business owner. It is how to start. In this episode of the InvestmentNews podcast, host Bruce Kelly sits down with Jeff Brown, Independent Solutions Platform Growth Director at Wells Fargo Wealth and Investment Management, to unpack what enterprise value actually means for financial advisors and how to build it intentionally. Brown brings a rare perspective: he returned to Wells Fargo Advisors in 2025 after having grown a firm to $400 million in advisory assets, and now helps advisors achieve the same trajectory from within. The conversation covers Wells Fargo Advisors' multichannel model including not only traditional wirehouse options but also the independent options available with Wells Fargo Advisors Financial Network (FiNet), and why the ability to move between channels without changing client account numbers is a game changer for advisors weighing their next move. Tune it to learn that: • Enterprise value is measured as a multiple of top-line revenue or EBITDA and can reach 4 to 5 times revenue or 12 to 15 times bottom line when advisors check the right boxes. • Some of the highest-impact moves a founder can make in transitioning into being a true business owner or CEO • Wells Fargo's supported independence model with FiNet could effectively double the enterprise value multiple compared to a traditional employee arrangement. • Building next-gen leadership, systematizing processes, centralizing investment management, and creating consistent lead flow & marketing practices are the structural moves that drive long-term firm value. • Wells Fargo's forthcoming RIA Solutions platform will allow advisors to go fully independent with multiple custodians while keeping existing client account numbers intact. Every advisor will have an exit, planned or otherwise. Tune in now and start building a practice worth more than the income it generates.

  2. Jul 30

    Episode 211: What’s new with FINRA enforcement?

    Attorney Brian Rubin of Eversheds Sutherland talks to Bruce Kelly about potential changes in the enforcement process FINRA uses to regulate broker-dealers.

  3. Jul 17

    Episode 210: The AI pendulum, creating confidence, and the beautiful game – with Osaic’s Shannon Reid

    Osaic President Shannon Reid talks AI, creating client confidence, and the beautiful game

  4. Jul 10

    Episode 209: All things alts – alternative investments – with Morningstar’s Jason Kephart

    Jason Kephart, Morningstar analyst and former InvestmentNews reporter, chats with Bruce Kelly about the state of the alternative investment industry.

  5. Jun 26

    Episode 208: Mid-year review with InvestmentNews’ reporters

    InvestmentNews reporters give their mid-year review of the wealth management industry.

  6. May 26

    Episode 207: Private credit in perspective – with senior industry leader Mark Goldberg

    Bruce Kelly speaks with senior industry leader Mark Goldberg about the current market for alternative investments, including private loan and BDC funds.

  7. May 14

    Episode 206: Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?

    Alternative investment and nontraded REIT fans take notice: why is Nick Schorsch buying up restaurants in Rhode Island?

  8. May 4

    Episode 205: Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for

    New cybersecurity threats are coming thick and fast - Sander Ressler tells Bruce Kelly what advisors should be on the lookout for.

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About

Podcast by The InvestmentNews Podcast

Information

  • Creator
    The InvestmentNews Podcast
  • Years Active
    2020 - 2026
  • Episodes
    212
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The InvestmentNews Podcast