Growth Leaders of Wealth Management

About Growth Leaders of Wealth Management

In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's needs first. The Growth Leaders of Wealth Management podcast tells the stories of businesses who are on their growth journey now. We'll learn how they got this far, what the challenges have been, how they've overcome them, what they've learned along the way and what their next big mountain to climb is. Join our host, Meg Carpenter, as we learn from the stories of some of the industry's best and brightest on the Growth Leaders of Wealth Management podcast.

Publisher

Meg Carpenter

Category

business

Language

en

Explicit

No

First episode

1 Jul 2024

Latest episode

8 Sept 2026

Latest episodes

4 of 28 episodes have a transcript.

1. 

   8 Sept 2026

   28. Why Cerity Partners Looks Beyond Wealth Management for Its Playbook

   Cerity Partners CEO Kurt Miscinski and Chief Growth Officer Michael Barry share with host Meg how their firm innovates by looking beyond traditional wealth management for strategic growth.

2. 

   11 Aug 2026

   27. Inside Simon Quick Advisors' Blueprint for Modern Wealth Management

   Host [Host Name] interviews [Guest Name, Title] about Simon Quick Advisors' unique client-aligned investment strategy and commitment to shared success.

3. 

   14 Jul 2026

   26. Inside Peak Retirement Planning's Media-Company Playbook

   Host Meg interviews Peak Retirement Planning's Founder and CEO Joe Schmitz Jr. and Director of Standards Megan Casselberry about their unique media-company strategy for independent firm growth.

Inside a recent episode

23. Truepoint's 36-Year Case for Staying Independent

Published 14 Apr 2026 · Transcript excerpt

[…] So there's quarterly shareholder meetings, there's an annual shareholder strategic planning. And if you're a senior member of the firm, there's a very good chance you're a shareholder. And one of the key distinctions for us is it doesn't matter what your role is. So in many firms, you have to be a quote unquote producer in some way or client facing. There are many people involved in the operations of this firm that are never sitting in front of a client that are extremely valuable and are part of our shareholder group. And becoming a shareholder creates the stability for the firm that is necessary and then for our clients and the confidence our clients have as well. […]

Who has been a guest on Growth Leaders of Wealth Management

Names identified in recent episode analyses. Showing up to five guests.

• Kurt Miscinski
• Michael Barry
• Joe Schmitz Jr
• Megan Casselberry
• Grant Rawdin

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

51,561

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

26 ratings

Podcast Authority Score: 49 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

46

Social presence

0

YouTube

76

Engagement

51

Contact Growth Leaders of Wealth Management

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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• 

  Barron's Advisor

• 

  Kitces and Carl - Real Talk for Real Financial Advisors

• 

  The Compound and Friends

• 

  Talking Wealth

• 

  The Long View

• 

  All-In with Chamath, Jason, Sacks & Friedberg

Questions about Growth Leaders of Wealth Management