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Episode 13: Why Strategic Planning Fails in RIAs—and How to Get It Right
In this episode Jennifer Geoghegan sits down with Stacy Coffey, Managing Director and Head of Advisor Partnerships at Rise Growth Partners to break down why strategic plans so often end up on the shelf, and what leadership teams should do to see results.
Episode 12: What it Truly Takes to Become an Enterprise RIA
In this conversation, Jennifer Geoghegan, CMO and Phil Jacobson, Managing Partner, Business Development at Rise Growth Partners discuss the complexities of scaling a wealth management firm to become an enterprise—including the approach many firms take that doesn’t actually work.
Episode 11: Why Some AI Tools Get Used (and others don’t)
In this conversation, Jennifer Geoghegan, CMO and Jack Morgan, VP, Head of AI Practice at Rise Growth Partners discuss the current landscape of AI in wealth management, focusing on how firms are adopting AI technologies, the challenges they face, and the importance of cultural shifts for successful implementation. They explore the need for effective vendor partnerships, and provide actionable tips for leaders looking to integrate AI into their firms.