Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
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Contact path
Public web form
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchWelcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
Recent episodes include "Meet the RIA: Simon Quick Advisors" (29 October 2026, 10 minutes), "Meet the RIA: Index Fund Advisors" (26 October 2026, 10 minutes), and "Meet the RIA: Ballentine Partners" (6 October 2026, 11 minutes).
Meet the RIA publishes roughly weekly, with episodes averaging 10 minutes.
Booking probability for Meet the RIA is 33%, and the host is rated Selective on guests. Meet the RIA requires a Pod Score of 80 or higher. Meet the RIA's contact route on record: public web form.
The strongest fits for Meet the RIA are Investing & Wealth Management. Meet the RIA has a business audience.
Meet the RIA is a business podcast.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #85
Simon Quick Advisors’ Joseph Belfatto discusses the firm’s client-centric approach to wealth management, emphasizing personalized financial advice, long-term relationships, and tailored investment strategies. He also...
Episode #84
Mark Hebner, CEO and Founder of Index Fund Advisors, discusses the firm's investment philosophy, approach to portfolio construction, and evolving client needs. He also explores manager selection, the role of technology...
Episode #83
Ballentine Partners President and CEO Drew McMorrow discusses the firm’s growth, investment philosophy and long-term approach to serving complex, multigenerational families. He also explores the role of private markets...
Episode #82
Chicago Capital partners David K. Mabie and Rick Fradin discuss the firm’s client-centric approach to wealth management, including customized portfolios, manager due diligence, and the role of technology in improving...
Episode #81
Thomas Carroll, CEO of HB Wealth, discusses the firm’s approach to serving high- and ultra-high-net-worth families, from long-term portfolio construction and manager due diligence to technology and AI. He also shares HB...
Episode #80
Badgley & Phelps Chief Investment Officer and Wealth Manager Tim Thomas discusses the firm’s investment approach, manager selection process and evolving use of technology. He also shares the firm’s growth priorities and...
Episode #78
Rick Pitcairn, Chairman and Chief Global Strategist at Pitcairn, discusses how the family office’s long-term perspective shapes its approach to serving ultra-high-net-worth families. He explores generational wealth...
Episode #77
Mercer Advisors Managing Partner Dane Sauer discusses the firm’s growth, investment approach, manager selection process, and evolving use of technology, while sharing what the firm looks for in its strategic partners.
Episode #76
Andrew Rosen, CFP®, CEP®, Executive Chairman of Diversified, shares how the $3.6 billion RIA has evolved into a multi-generational firm designed to thrive beyond its founder. He discusses the firm’s EOS/Traction...
Episode #75
Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds...
Episode #74
CEO Jim Dickson discusses how Elevation Point is helping independent wealth management firms grow through minority-stake partnerships, an accelerator-focused model, and strategic investments in AI and data...
Episode #73
With more than $24 billion in assets under management, Johnson Investment Counsel has continued to grow while remaining 100% employee-owned. In this conversation, Jason O. Jackman, CFA, Chief Executive Officer and...
Episode #72
Michael Zeuner, Managing Partner at WE Family Offices, joins Michelle Yu to discuss the firm’s growth and rising demand for independent, fiduciary advisory services among ultra-high-net-worth families. He also explores...
Episode #71
CEO Raj Bhattacharyya discusses how Robertson Stephens is building its next phase of growth through strategic expansion, culture-first recruiting, and technology investment, while maintaining a personalized fiduciary...
Episode #70
Jacob Taurel, Managing Partner of Activest Wealth Management, shares the firm’s evolution, its purpose-driven approach to serving families, and ways the team helps clients navigate cross-border financial challenges...
Episode #69
Hightower CEO Larry Restieri discusses the firm's next phase of growth, including its Hightower 3.0 strategy, the expansion of Hightower Signature Wealth, and the rollout of the Hightower One platform. He also shares...
Episode #68
Jonathan Binns, Partner and Portfolio Manager at Rose Capital Advisors, discusses the firm's approach to wealth management, the culture and values that shape its client relationships, and how Rose Capital is navigating...
Episode #67
David Salsburg, Founder, President, and Partner at Gresham Partners, shares the story behind the firm's founding and how they have grown as a trusted advisor to ultra-high-net-worth families. He discusses the challenges...
Episode #66
Henry Hagenbuch, Senior Managing Director of Mergers & Acquisitions at Lido Advisors, discusses the firm's growth strategy, what differentiates its approach in today's competitive M&A landscape, and the key qualities...
Episode #65
RFG Advisory CEO Shannon Spotswood discusses how the firm is helping independent advisors build stronger businesses through technology, investment solutions, and platform support. She shares RFG’s vision for artificial...
Recent guests on Meet the RIA. Study who booked and why before you pitch.
former Special Forces operator, mental health advocate, Urban Displacement Project at University of California, Berkeley
Industry Lead for Health & Wellness, Nextdoor, Center for Treatment of Anxiety and Mood Disorders
Senior Consultant and Executive Coach, Sanctuary Wealth
chief executive officer, RFG Advisory Corporate
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