RIA+
Mark BrunoRIA+ 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.
| Publishes | Monthly | Episodes | 29 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusiness | |||
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Latest Episodes
Every wealth management firm is talking about AI - yet only a few are truly prepared to capitalize on it. Emigrant's Mark Bruno sits down with Addepar's Janeen France in this episode of RIA+ to discuss the foundational work required before AI can del... more
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 opportunity to acquire new clie... more
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 believes exist across the advisory lan... more
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 firms, Geometric has built a diff... more
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Apple Podcasts | #107 |  Australia/Business/Management |
Audience Metrics
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to RIA+?
These podcasts share a similar audience with RIA+:
1. RIA Edge
2. The Perfect RIA
3. Barron's Advisor
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
How many episodes of RIA+ are there?
RIA+ launched 3 years ago and published 29 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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