RIA+

Mark Bruno
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RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success. 

  1. The Big Picture: How AI Will Re-Shape the Business of Wealth Management

    DEC 16

    The Big Picture: How AI Will Re-Shape the Business of Wealth Management

    This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.

    54 min
  2. An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing

    OCT 15

    An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing

    In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing - within their respective firms. Michele, Tyler and Michelle also shared their top marketing priorities of 2025, while previewing what will be in focus for 2026. This episode is a must-listen for any RIA trying to figure out how to 'crack the code' and drive consistent, high-quality organic growth across their organization.

    55 min
  3. The 10% Rule: The New Rule of Organic Growth

    AUG 13

    The 10% Rule: The New Rule of Organic Growth

    Ray Sclafani, Founder & CEO of Clientwise, joins Emigrant Partners' Mark Bruno on this episode of RIA+ for some "real talk" about organic growth. More specifically, Ray and Mark discuss what meaningful organic growth targets should look like, how firms should be approaching growth from new and existing clients - and what technology is needed to supported consistent growth.

    33 min
  4. How Artificial Intelligence is Re-Shaping the Business of Wealth Management

    JUL 17

    How Artificial Intelligence is Re-Shaping the Business of Wealth Management

    Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client communication - and referrals - and what lies ahead for Jump as it continues to make significant investments in its technology and team.

    42 min
  5. Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A

    JUN 26

    Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A

    Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several months of 2025, and has now completed six deals in its history. In this episode, CEO Joe Anderson and CFO Jason Carver talked with Emigrant's Mark Bruno about Pure's M&A strategy, what they look for when evaluating alignment and fit - and ultimately, how Pure is taking a unique approach to blending organic and inorganic growth strategies.

    27 min
  6. Inside the Mind of the NextGen Advisor: Novare Capital

    APR 29

    Inside the Mind of the NextGen Advisor: Novare Capital

    In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm.  With a growing number of RIA founders looking to attract and develop young talent, this discussion features a group of rising stars about what sparked their interest in wealth management. It also focuses on what has motivated each of these advisors to continue to hone their skills and dedicate their careers to financial advice.  Novare's "Core Four" of Alex Dann, Callie Huggins, John Menser and John Ryan discuss their journeys, their unique approaches to working with individuals and families – and the difference between a good and a great RIA. For anyone looking to attract and develop NextGen talent, this is a must-listen, so enjoy this episode of RIA+.

    50 min
  7. The Future of Financial Advice? How Fruitful is Reshaping the Role of Advisors

    MAR 19

    The Future of Financial Advice? How Fruitful is Reshaping the Role of Advisors

    In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its clients, or its "members", with high-touch advice that is delivered in a largely digital experience. Fruitful's "guides" are already providing advice to thousands of NextGen investors, despite the company being a relatively new entrant to the marke. Lewis shares his perspective on how the needs and demands of younger investors are evolving, and how Fruitful is using digital platforms to provide more direct access to its team of CFPs, personalized investment portfolios and customized savings products. Fruitful has found a way to scale the delivery of advice, without compromising the role and importance of 1-to-1 relationships - and in the process, may offer a glimpse into the future of wealth management.

    40 min
  8. From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion

    JAN 8

    From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff Concepcion

    In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful firms in wealth management. With more than $37 billion in assets across its platform, over 350 advisors and a diverse mix of businesses that are purpose-built for growth-oriented advisors and firms, Stratos has become one of the most influential firms in wealth management. Wit some major strategic investments in technology, practice management and marketing capabilities, Jeff describes how he and his leadership team have Stratos strategically positioned Stratos to write the next chapter of its impressive growth story.

    27 min
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About

RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success. 

Information

  • Creator
    Mark Bruno
  • Years Active
    2023 - 2025
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © 2025 RIA+
  • Show Website
    RIA+

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