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Meet the RIA

Asset TV

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.

PublishesTwice weeklyEpisodes108Founded6 years ago
Number of ListenersCategories
InvestingNewsBusiness NewsBusiness

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Artwork for Meet the RIA

Latest Episodes

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 the changing role of financial a... more

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 also explains how MAI’s belief t... more

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 expansion plans, business lines i... more

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 down an acquisition offer becam... more

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Reviews

5.0 out of 5 stars from 32 ratings
  • Highly recommended

    Some great insights- for investments and life

    Apple Podcasts
    5
    Spinney20
    United Kingdom6 years ago
  • Great guests and host!

    I appreciate the great investment insights from the top RIAs in the country.. always looking forward to the next episode!

    Apple Podcasts
    5
    Jas923
    United States6 years ago
  • Fantastic reporting

    Highly recommend!!!

    Apple Podcasts
    5
    twj421
    United States6 years ago
  • Insightful!!!

    Great podcast. The best, actually.

    Apple Podcasts
    5
    Trash Mouth Tommy
    United States6 years ago
  • Thank you, Jenna!

    I always enjoy Jenna’s reporting— she gets the best guests and gets straight to what you need to know as an investor.

    Apple Podcasts
    5
    kew5m
    United States6 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#185
Colombia/Business/Investing

Audience Metrics

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Which podcasts are similar to Meet the RIA?

These podcasts share a similar audience with Meet the RIA:

1. RIA Edge
2. The Diamond Podcast for Financial Advisors
3. Barron's Advisor
4. Contrasting Viewpoints with Mark Hurley and Ray Sclafani

How many episodes of Meet the RIA are there?

Meet the RIA launched 6 years ago and published 108 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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