Rise Up with Rise Growth Partners on YouTube
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.
For growth oriented, middle market RIA with 3B to 10B looking for growth capital and an experienced partner.
