business
Hosted by Mark Bruno · business · EN-US
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
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Contact path
Public web form
Booking probability
37%
Guest openness
Selective
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Signup to Generate a PitchRIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
RIA+ is hosted by Mark Bruno. The show has published 30 episodes to date.
Recent episodes include "Ray Sclafani's 10% Rule: Turbocharging Your Organic Growth (Part 2)" (15 June 2026, 36 minutes), "Reinventing the Model: Jim Dickson on the Future of Partnership" (5 May 2026, 32 minutes), and "The “Dangerous Middle”, And How RIAs Can Scale Through It" (23 March 2026, 57 minutes).
RIA+ publishes roughly monthly, with episodes averaging 40 minutes across 30 episodes.
Booking probability for RIA+ is 37%, and the host is rated Selective on guests. RIA+ requires a Pod Score of 80 or higher. RIA+'s contact route on record: public web form.
The strongest fits for RIA+ are Investing & Wealth Management. RIA+ has a business audience.
Mark Bruno hosts RIA+, a business podcast with 30 episodes published.
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Episode #13
It's been well-documented and researched: While valuations in the RIA industry have skyrocketed over the last decade, the large majority of firms are not proactively growing. Organic growth rates remain anemic when the...
Episode #12
What if today’s RIA partnership models aren’t solving the right problems? In this episode of RIA+, Jim Dickson explains to Emigrant's Mark Bruno why he launched Elevation Point in 2024 and the structural gaps he...
Episode #11
Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. By focusing exclusively on partners at the top management consulting...
Episode #10
While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity. Abacus Wealth Partners, led by CEO Neela...
Episode #9
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with...
Episode #8
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak...
Episode #7
Ray Sclafani, Founder & CEO of Clientwise, joins Emigrant Partners' Mark Bruno on this episode of RIA+ for some "real talk" about organic growth. More specifically, Ray and Mark discuss what meaningful organic growth...
Episode #6
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode...
Episode #5
Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several months of 2025, and has now completed six...
Episode #5
In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. With a growing number of RIA founders looking to attract and...
Episode #4
In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its clients, or its "members", with high-touch advice that is delivered in...
Episode #3
In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the...
Episode #2
This episode of RIA+ features two key leaders at Gibson Capital – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 200 families across the country. While a number of strategic decisions...
Episode #1
FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm...
Episode #14
In this episode of RIA+, Emigrant's Mark Bruno goes "under the hood" of Pure Financial - one of the most sophisticated and strategic RIAs in the industry. Mark talks with Joe Anderson, President and CEO of Pure, and...
Episode #13
The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's new RIA benchmarking study provides a close-up of the strategies and...
Episode #12
In this episode of RIA+, Mark Bruno talks with Fidelity's Laura Delaney - one of the leading RIA M&A researchers - about dealmaking activity in the first half of 2024. While overall volume and valuations remain strong...
Episode #11
While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of...
Episode #10
There's often a direct correlation between an RIA's growth and its approach to talent recruitment, development and advancement. There's no better example of this than Moneco Advisors, which joined Emigrant as a Partner...
Episode #9
Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational transfer of wealth, the emergence of new technologies, and the need to...
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