Sep 29, 202643 minS0
<p >Episode Summary </p> <p >Growth is the only conversation that matters in the RIA space right now, and most firms are trying to win it on instinct. In this episode, David Canter joins the hosts to lay out the seven...
business
The Modcast
Hosted by Jason Gordo and Gary Roth · business · EN-US
About this Podcast:
The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them? Hosted by Jason Gordo and Gary Roth, co-founders of Modern Wealth Management, they'll dive deep into what truly drives RIA growth and the reasons behind it.
Pitch Analysis
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
80/100
Required Score
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What is The Modcast about?
The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them? Hosted by Jason Gordo and Gary Roth, co-founders of Modern Wealth Management, they'll dive deep into what truly drives RIA growth and the reasons behind it.
Who hosts The Modcast?
The Modcast is hosted by Jason Gordo and Gary Roth. The show has published 29 episodes to date.
What has The Modcast covered recently?
Recent episodes include "028: The 7 Levers of Growth with David Canter" (29 September 2026, 43 minutes), "027: RIA Value Drivers, Multiples, and the Seller Mindset with Derek Bruton" (18 August 2026, 36 minutes), and "026: A Record Start to 2026 RIA M&A" (28 July 2026, 49 minutes).
How often does The Modcast publish?
The Modcast publishes roughly every two weeks, with episodes averaging 35 minutes across 29 episodes.
How hard is it to get booked on The Modcast?
Booking probability for The Modcast is 31%, and the host is rated Selective on guests. The Modcast requires a Pod Score of 80 or higher. The Modcast's contact route on record: verified email.
Who should pitch The Modcast?
The strongest fits for The Modcast are Investing & Wealth Management. The Modcast has a business audience.
About the host
Jason Gordo and Gary Roth hosts The Modcast, a business podcast with 29 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Aug 18, 202636 minS0
<p>In this episode, we sit down with Derek Bruton, Head of M&A at Modern Wealth Management and our first-ever repeat guest, to unpack what's really driving deals in today's wealth management landscape. Drawing on...
The Modcast
026: A Record Start to 2026 RIA M&A
Jul 28, 202649 minS0<p>In this episode, we dive into the latest trends and data on M&A activity within the wealth management industry, featuring insights from Dave DeVoe, a leading authority in valuation and strategic growth. Whether...
The Modcast
025: 5 Hidden Traps of Running an RIA
Jul 14, 202637 minS0<p>Many $1 billion RIAs discover too late that scaling success creates a new set of hidden problems. In this episode of the Modcast, Gordo and Gary unpack the five hidden traps quietly eroding profitability, valuation...
- Jun 9, 202635 minS0
<p> Many financial advisory firms underestimate how quickly AI will transform their industry. In this episode of Modcast, we reveal how top firms leverage AI to enhance client relationships, automate tasks, and create...
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- May 27, 202637 minS0
<p>What does the future of the RIA industry look like today? In our latest episode we feature a special guest and friend of the show, wealth management veteran David Canter, revealing the six fundamental assumptions...
- May 12, 202632 minS0
<p>AI is reshaping wealth management, yet a significant gap exists: while many firms expect the technology to transform their work, they also lack a formal strategy. This episode examines that disconnect, using the...
The Modcast
021: Three Years of Modern Wealth Management
Apr 21, 202636 minS0<p >In this milestone episode, Gordo, Gary, and special guest Mike Capelle, share the journey of Modern Wealth Management's growth to managing over $12 billion AUM and 275 talented professionals. They will discuss how...
- Apr 15, 202637 minS0
<p>In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee's Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy...
- Mar 10, 202621 minS0
<p>Join Gary and Gordo as they breakdown exciting initiatives emerging in Modern Wealth Management. Discover how the Modern Women is engaging women through community and education, and delve into the transformative...
The Modcast
018: The State of M&A with Allen Darby
Feb 3, 202647 minS0<p>Join us as Gary Roth and Jason Gordo unravel the complexities of the RIA market with the CEO of Alaris Acquisitions, and friend of the show, Allen Darby. Discover why auction processes often fall short in securing...
- Jan 20, 202620 minS0
<p>In the first episode of 2026, The Modcast kicks off the year with a deep dive into effective business planning and goal setting. Gary and Gordo share insights on designing annual objectives into manageable, quarterly...
- Dec 18, 202530 minS0
<p>Derek Bruton shares his journey from the basketball courts to leading roles in the finance. Discover how his unique experiences shape his insights on the financial industry and Modern Wealth Management.<br /> <br />...
- Nov 25, 202531 minS0
<p>Gary is back! Join Gordo and Gary as they unravel the complexities of RIA transactions, from the nuances of equity to the art of negotiation. They'll discuss how understanding these elements can transform your...
- Oct 21, 202535 minS0
<p>In this Modcast episode, Gordo and Mike Capelle explore strategies for building enterprise value in financial advisory firms. They highlight client-centric growth, post-acquisition integration, scalable investment...
- Oct 7, 202539 minS0
<p>In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into the evolution of tech stacks and platforms, exploring how technology has transformed the financial advisory landscape since he...
The Modcast
012: Building an Investment Platform to Support Advisor Growth with Stephen Tuckwood, CFA
Sep 23, 202520 minS0<p>In episode 12 of The Modcast, we dive into the world of investment management with Stephen "Tuck" Tuckwood, the Director of Investments at Modern Wealth Management. Hosted by Jason Gordo, this episode offers a blend...
- Sep 9, 202528 minS0
<p>In episode 11 of The Modcast, hosts Jason Gordo and Gary Roth host our first guests and dive into:</p> Real Stories from Real Offices Guests Dean Barber and Mark King shared how their teams experienced meaningful...
- Aug 26, 202538 minS0
<p>In episode 10 of The Modcast, hosts Jason Gordo and Gary Roth discuss what the workplace of the future might look like.<br /> <br /> From shifting real estate needs to evolving hiring practices, the post-COVID world...
- Aug 12, 202543 minS0
<p>In episode nine of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the how private equity has changed the RIA industry over the last decade or so.</p> <p>Episode Highlights:</p> Private Equity's Role...
Recent guests
Recent guests on The Modcast. Study who booked and why before you pitch.
D
Derek Bruton
Modern Wealth Management
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