Rise Up with Rise Growth Partners on YouTube
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.
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.
Episode 4: How to Prepare for a Crisis – The A-List Framework
In this episode of Rise Up with Rise Growth Partners, Joe Duran and Jennifer Geoghegan discuss a topic that too many leaders overlook—crisis preparedness.
Episode 3: Winning in 2025
In this thought-provoking discussion, Joe dives deep into the evolving world of wealth management, offering valuable insights into how advisors can stay ahead in a rapidly changing industry.
Episode 2: The Three Little Pigs
In this episode, Jennifer and Joe dive into the emerging trend of mega firms in the wealth management industry.
Episode 1: Lighthouse Brand | Full episode
In this episode, Jennifer and Joe dive deep into the art of building a lighthouse brand—a brand that doesn’t just exist but leads with passion, consistency, and purpose.