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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.