Six in 26 – Structuring Annual Business Goals
Insights from a Financial Industry Veteran with Derek Bruton
Anatomy of a Deal: The RIA Seller’s Guide
Driving Enterprise Value with Mike Capelle
Evolution of Wealth Management Technology with Mike Capelle
In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into t...
Building an Investment Platform to Support Advisor Growth
In episode 12 of The Modcast, we dive into the world of investment management with St...
What Selling Your RIA Could Mean to Your Team
In episode 11 of The Modcast, hosts Jason Gordo and Gary Roth host our first guests ...
Real Estate and Hiring in a Post-Covid World
From shifting real estate needs to evolving hiring practices, the post-COVID world ha...
Impact of Private Equity on the RIA Industry
In episode nine of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the...
The Elements of a Deal
In episode eight of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss th...
10 Reasons We Said NO to a Deal (A Buyer’s Perspective)
In episode seven of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10...