Watch. Read.
Listen. Rise.

News, knowledge and info to help take you where you want to go.

Fresh Thinking.
Bold Perspectives.

Are You Running a Family or a Team?

The wealth trap: Why feeling rich matters more than being rich

Here’s the Missing Piece in Your AI Strategy

Rise Growth Takes Strategic Stake In $3.1B AUM Cyndeo Wealth

Growth Is Personal—and That’s Why Discipline Matters

Joe Duran: 6 principles RIAs can use to build a winning culture

Read More

News you need to know

Rise Growth Partners Backs Cyndeo Wealth Partners in Fourth RIA Investment

Terri Kallsen, CFP® Begins Board Chair Role at CFP Board

Behind the curtain of Rise Growth's trio of investments

OnePoint BFG eyes $25 billion AUM target after Chicago deal

Why Rise Growth Partners Favors Middle-Market RIAs

Rise Growth Takes Minority Stake in $4B Krilogy

Read More

A POV you can use

Episode 15: The Hidden Cost of Overlooking Operational Talent in Growing Advisory Firms

In this episode, Rise’s CMO Jennifer Geoghegan sits down with Brian Shenson, Chief Operating Officer at Rise Growth Partners, to explore one of the most common — and costly — blind spots in wealth management: firms that grow fast but build their operational foundation too late. Brian breaks down the real reasons firms struggle to scale, why better tools alone won’t solve the problem, and what the best firms do differently to build a platform that supports long-term enterprise growth.
 

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.

SUBSCRIBE TO OUR YOUTUBE CHANNEL