The Modcast

Jason Gordo and Gary Roth
  • ٤٫٨ (٥)
  • إدارة
  • يتم التحديث كل أسبوعين

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. قبل ٣ أيام

    021: Three Years of Modern Wealth Management

    In this milestone episode, Gordo, Gary, and special guest Mike Capelle, share the journey of Modern Wealth Management's growth to managing over $12 billion AUM and 275 talented professionals. They will discuss how vision, execution, and authentic culture turned early setbacks into springboards for unprecedented success. They break down the unique strategies that fueled their rapid expansion: from employee co-investment that drives ownership and accountability, to the power of a unified firm culture that embraces innovation and problem-solving at every level. Learn why their approach to scaling, one built on trust, active participation, and a future-focused mindset. sets them apart in the fiercely competitive RIA landscape. Key Points: • Employee Co-Investment: Drives ownership and accountability, fueling rapid expansion. • Unified Firm Culture: Embraces innovation and problem-solving at every level. • AI and Regional Expansion: Unlocks new market opportunities and transforms business operations. Episode 001: https://youtu.be/yJuil2Iu2FU  Episode 019: https://youtu.be/9yveLiTzdtI Episode 016: https://youtu.be/xievF31J5bQ Episode 012: https://youtu.be/e5g_d_XF7wk Episode 017: https://youtu.be/aodfj3hmvv A Subscribe on YouTube! https://www.youtube.com/@ModernModcast https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

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  2. ١٥ أبريل

    020: Navigating Succession and Growth in a Financial Advisory Firm

    In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee's Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy with innovation. Veteran financial advisor Bud shares his journey from commission-based work to a fee-only, fiduciary approach, while his son Matt reveals the secrets to balancing family and business. Learn actionable lessons on leadership transition, professional development, and cultural cohesion. Subscribe on YouTube! https://www.youtube.com/@ModernModcast  https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show

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  3. ١٠ مارس

    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

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  4. ٣ فبراير

    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

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  5. ٢٠ يناير

    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

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  6. ١٨‏/١٢‏/٢٠٢٥

    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

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  7. ٢٥‏/١١‏/٢٠٢٥

    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

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  8. ٢١‏/١٠‏/٢٠٢٥

    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

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التقييمات والمراجعات

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من ٥
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حول

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.

المعلومات

  • صناع العمل
    Jason Gordo and Gary Roth
  • سنوات النشاط
    ٢٠٢٥ - ٢٠٢٦
  • الحلقات
    ٢٢
  • التقييم
    ملائم
  • حقوق النشر
    © 2025
  • موقع البرنامج على الويب
    The Modcast

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