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.