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Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms
He’s built and rebuilt some of the industry’s most successful firms and now he’s helping others do the same. In this episode, Joe Duran, the founder of Rise Growth Partners shares lessons from building, selling, and starting again, and how staying curious and adaptable fuels lasting success.
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.