Rise Up with Rise Growth Partners on YouTube
Episode 14: The Altitude Strategy — Where RIAs Stall and Why It’s a Choice
In this episode, Jennifer Geoghegan sits down with Joe Duran, Managing Partner at Rise Growth Partners, to unpack his “Altitude Strategy” — a framework that explains why RIA firms stall at predictable growth ceilings and what it takes to break through to the next level.
230 How Great Advisors Grow: Values, Pressure, and Building a Career That Lasts with Terri Kallsen
In this episode, Sten sits down with Terri Kallsen, CFP to talk about the seasons of a career, the role values play in long-term success, and how advisors can grow by combining technical skill with human connection. Terri shares how her path moved from analytics and problem-solving into financial planning, leadership, and coaching — and why every season of her career prepared her for the next.
Episode 13: Why Strategic Planning Fails in RIAs—and How to Get It Right
In this episode Jennifer Geoghegan sits down with Stacy Coffey, Managing Director and Head of Advisor Partnerships at Rise Growth Partners to break down why strategic plans so often end up on the shelf, and what leadership teams should do to see results.
Episode 12: What it Truly Takes to Become an Enterprise RIA
In this conversation, Jennifer Geoghegan, CMO and Phil Jacobson, Managing Partner, Business Development at Rise Growth Partners discuss the complexities of scaling a wealth management firm to become an enterprise—including the approach many firms take that doesn’t actually work.
Episode 11: Why Some AI Tools Get Used (and others don’t)
In this conversation, Jennifer Geoghegan, CMO and Jack Morgan, VP, Head of AI Practice at Rise Growth Partners discuss the current landscape of AI in wealth management, focusing on how firms are adopting AI technologies, the challenges they face, and the importance of cultural shifts for successful implementation. They explore the need for effective vendor partnerships, and provide actionable tips for leaders looking to integrate AI into their firms.
Episode 10: 6 Principles RIAs Can Use to Build a Winning Culture in 2026
In this episode, Rise Growth Partners’ CMO Jennifer Geoghegan and Managing Partner Joe Duran share a practical primer for wealth management firms on how to lead and make decisions in a complex world.
AI with Intent: Modern Prospecting for Fiduciary Advisors
In this Rise Up! Webinar Replay, the Rise Growth Partners® team shares how next generation advisors are using AI tools to enhance ethical prospecting, deepen personalization, and bring the CFP® standard of care to life before a client ever signs on.
AI is Coming for Wealth Management - Are You Ready to Rise?
In this Rise Up! Webinar, the Rise Growth Partners® team cut through the hype to discuss how AI is already reshaping leadership, platforms, and growth strategies for registered investment advisors (RIAs).
Episode 9: Too Many Wealth Managers are Measuring the Wrong Things
In this episode of Rise Up!, Joe Duran, Managing Partner at Rise Growth Partners sits down with Jennifer Geoghegan, CMO at Rise Growth Partners to talk about where wealth management leaders should focus their efforts to build enduring, high-performing organizations.
AI is Coming for Wealth Management - Are You Ready to Rise?
In this Rise Up! Webinar, the Rise Growth Partners® team cut through the hype to discuss how AI is already reshaping leadership, platforms, and growth strategies for registered investment advisors (RIAs).
Episode 8: If ChatGPT Were an Employee, It'd Get Fired
In this episode, Terri Kallsen, CFP® Managing Partner at Rise Growth Partners and Jennifer Geoghegan, CMO at Rise Growth Partners explore how AI is transforming the advisor’s role — from technician to trusted strategist — and why “the human in the loop” remains indispensable.
Episode 7: Mediocre Management is Quietly Killing Great RIAs
In this episode, Joe Duran, Managing Partner and Jennifer Geoghegan, CMO of Rise Growth Partners® discuss the issue of underperformance in some management teams, emphasizing the need for accountability, effective leadership, and a culture that prioritizes quality over mere loyalty.
Episode 6: Why Mega-RIA Firms are No Different than Wirehouses
In this episode, Jennifer and Joe discuss why most of the mega-RIA firms today are increasingly indistinguishable from national wirehouses.
Episode 5: Turn Your Equity Into Cash
In this episode, Joe Duran and Jennifer Geoghegan discuss critical considerations when exploring options to turn equity into cash.
Episode 4: How to Prepare for a Crisis – The A-List Framework
In this episode of Rise Up with Rise Growth Partners, Joe Duran and Jennifer Geoghegan discuss a topic that too many leaders overlook—crisis preparedness.ri
Episode 3: Winning in 2025
In this thought-provoking discussion, Joe dives deep into the evolving world of wealth management, offering valuable insights into how advisors can stay ahead in a rapidly changing industry.
Episode 2: The Three Little Pigs
In this episode, Jennifer and Joe dive into the emerging trend of mega firms in the wealth management industry.
Episode 1: Lighthouse Brand | Full episode
In this episode, Jennifer and Joe dive deep into the art of building a lighthouse brand—a brand that doesn’t just exist but leads with passion, consistency, and purpose.