The Modcast
Jason Gordo and Gary RothThe 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.
| Publishes | Monthly | Episodes | 27 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
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 you're a firm contemplating your next m... more
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, and growth at today's fastest-movi... more
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 personalized experiences.
• Disc... more
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 transforming the industry right now. ... more
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Apple Podcasts | #195 |  United States/Business/Management |
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Frequently Asked Questions About The Modcast
What is The Modcast about and what kind of topics does it cover?
The show centers on building and scaling independent advisory firms, with a focus on platform strategy, growth dynamics, and operational excellence within RIAs. Across episodes, listeners see practical guidance on AI adoption, M&A, succession, culture, leadership development, and the open-architecture investment framework that underpins a modern, scalable RIA. The conversation style is pragmatic and data-driven, often contrasting ambitious growth plans with disciplined execution, and spotlighting real-world dealmaking, client experience, and technology deployment as core levers for value creation. A notable strength is the steady emphasis on culture and people — from leadership development programs to succession planning — alongside hands-o... more
Where can I find podcast stats for The Modcast?
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How many listeners does The Modcast get?
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What are the audience demographics for The Modcast?
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How many subscribers and views does The Modcast have?
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Which podcasts are similar to The Modcast?
These podcasts share a similar audience with The Modcast:
1. The Buyer's Boardroom
2. America's Wealth Management Show
3. This Week in Wealth
4. Barron's Advisor
5. Notes on the Week Ahead
How many episodes of The Modcast are there?
The Modcast launched a year ago and published 27 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Modcast?
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Where can I see ratings and reviews for The Modcast?
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What guests have appeared on The Modcast?
Recent guests on The Modcast include:
1. Dave DeVoe
2. Mike Capelli
3. David Canter
4. Bud Kasper
5. Matt Kasper
6. Logan DeGraeve
7. Allen Darby
8. Derek Bruton
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.