Hosted by Asset TV · 🇺🇸 US · EN · 114 episodes
Established thought leaders with verified media credentials.
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.
Asset TV hosts Meet the RIA, a business show with 114 episodes published.
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 while
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 how
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 g
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
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 Lid
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 i
Ritik Malhotra, Founder and CEO of Savvy Wealth, discusses the launch of Savvy Intelligence and explains how an AI-native technology stack helps advisors streamline financial planning, automate complex analysis, and deli
Triad Wealth Partners' Chief Investment Officer Brent Coggins explains how the firm's planning-first philosophy helps advisors align investments with clients' long-term goals. He also discusses investor behavior, portfol
Matthew Liebman, Founding Partner and CEO of Amplius Wealth Partners, discusses the factors behind the firm's rapid growth, what sets Amplius apart in an increasingly competitive RIA landscape, and the innovations shapin
Domenick D'Andrea, Co-Founder of DanDarah Wealth Management, shares how the firm helps retirees, pre-retirees, and small business owners navigate retirement income planning, estate strategies, and long-term wealth manage
Jonathan Rogers, Co-Managing Partner at Forum Financial, shares more about the firm’s history and why its 100% advisor-owned partnership model is central to both the client and advisor experience.
Verum Partners’ Dustin Barr discusses how the firm’s relationship-first culture, team-based approach, and employee-owned structure help create a highly personalized wealth management experience. He also shares how Verum
Alera Wealth Chief Growth Officer Jeff Silverman shares how decades of experience advising individuals, business owners, and corporate clients helped shape his views on leadership, culture, and building a successful advi
Jordan Waxman, founder and managing partner at Nucleus Advisors of Hightower Advisors, discusses how his boutique firm serves entrepreneurs, athletes, artists, and executives through highly personalized, values-based wea
YDF Founder D. Vance Barse shares how a pivotal career moment reshaped his philosophy around wealth planning and why he believes traditional financial advice often falls short for affluent families. He also discusses the
Snowden Lane Partners Senior Partner and Managing Director Armando Ureña discusses the evolving wealth management landscape, the growing demand for high-touch advisory relationships, and the opportunities emerging for ad
Kay Lynn Mayhue, President of Merit Financial Advisors, discusses the firm’s growth strategy, evolving M&A approach, and commitment to cultural alignment as the RIA landscape shifts. She also shares her perspective on th
Rick Buoncore, Chairman and CEO of MAI, shares how the firm’s approach to wealth management has evolved to meet clients’ increasingly complex and holistic needs, extending well beyond traditional investment advice. He al
Carley Dillon of Brighton Jones shares how the firm’s “Personal CFO” approach goes beyond investments to deliver integrated wealth management across clients’ entire balance sheets. She discusses the firm’s nationwide exp
JC Abusaid, CEO and President of Halbert Hargrove, reflects on the firm’s evolution from a small practice in the 1980s to a more strategic, growth-oriented RIA focused on long-term sustainability. He shares how turning d
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Meet the RIA is hosted by Asset TV. The show is categorised under business (investing) and has published 114 episodes.
Meet the RIA has published 114 episodes.
Meet the RIA regularly covers business, investing, news. It sits in the business category, with a investing focus.
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