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230 How Great Advisors Grow: Values, Pressure, and Building a Career That Lasts with Terri Kallsen
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.
Women in Wealth - Terri Kallsen
In this episode, Phil sits down with Terri Kallsen, Board Chair of the CFP Board and a titan of the wealth management industry, to discuss the essential role of agility in leadership. From her early days at 3M to leading retail at Charles Schwab, Terri shares how a “growth mindset” and strict adherence to client-centered values have guided her through a high-stakes career. She breaks down the “endurance game” of business, drawing parallels between her experience running 21 marathons and the discipline required to scale an RIA in 2026.
Building a Lighthouse Brand with Jennifer Geoghegan
In this episode of the Inside Out podcast, host Barbara Yolles Ludwig speaks with Jennifer Geoghegan, CMO of Rise Growth Partners, about the critical role of branding and marketing in the private equity sector, particularly within independent wealth management firms. They discuss the importance of differentiation, the process of rebranding, and how to energize teams through effective communication and internal buy-in. Jennifer shares insights on how to build a strong marketing foundation that aligns with business growth strategies and the future of marketing in private equity.