Beyond AUM

Yosef Colish
  • 0.0 (0)
  • Relationships

Going Beyond the Numbers to Discover the People Who Made Them PossibleOn Beyond AUM, we go beyond business to explore the stories, passions, and perspectives that reveal the person behind the numbers. 

Episodes

  1. Aug 6

    Trailer: Beyond AUM

    What can we learn when the leaders of billion-dollar RIAs stop talking about business and start talking about themselves? Hosted by Yosef Colish, Beyond AUM features candid fireside chats with founders and executives from billion-dollar RIAs who are willing to share the experiences that shaped them, not just as leaders, but as people. From defining career moments to leadership challenges, personal failures, and hard-earned wisdom, these discussions reveal the human side of the executives shaping the future of independent wealth management. No sales pitches. No canned answers. Just thoughtful conversations with leaders willing to share what rarely gets discussed publicly. Join us every week and get a fresh perspective from some of the most respected minds in wealth management.

  • 1 Episode

About

Going Beyond the Numbers to Discover the People Who Made Them PossibleOn Beyond AUM, we go beyond business to explore the stories, passions, and perspectives that reveal the person behind the numbers. 

Information

  • Creator
    Yosef Colish
  • Years Active
    2026
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 Beyond AUM
  • Show Website
    Beyond AUM