Growth Leaders of Wealth Management
Claim This Podcastby Meg Carpenter
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Podcast Overview
<p>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. <br><br>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.</p><p><br></p><p>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.</p>
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Publishing Since
7/1/2024
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Recent Episodes
April 14, 2026
23. Truepoint's 36-Year Case for Staying Independent
Most firms say they want to last. Truepoint Wealth Counsel engineered it. When PE valuations exploded and peers were cashing out at eye-popping multiples, Truepoint Wealth Counsel did something almost unheard of: they put the PE decision to a vote. One shareholder, one vote, regardless of ownership size. The result? An overwhelming mandate to stay independent and double down on growth. That vote didn't just settle a question. It forced one: if you're not selling, how do you actually build a f...
March 10, 2026
22. The RIA That Engineered Its Own Liquidity: Parallel Advisors
Most firms treat liquidity like an event. Parallel built it into the system. Instead of waiting for retirement to solve succession, they created a way for advisors to transition pieces of their book internally, get paid through revenue share, and free up space to grow again. No forced sale. No awkward handoff. The next advisor steps in, incentives stay aligned, and clients never feel the shift. They also give advisors a real choice. Monetize up front through M&A, or partner and mone...
February 10, 2026
21. Mission Wealth and the Growth Model Built Around Advisor Capacity
Larry Roth interviews Matthew Adams of Mission Wealth about their unique growth model that prioritizes advisor capacity, ensuring sustainable progress and manageable workloads.
23 total episodes available with 4 transcripts
Recent guests on Growth Leaders of Wealth Management
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Eric Becker
Guest
Jessica Malkin
Guest
Meg Carpenter
Guest
Stephen Rigali
Guest
Jeannine Vanian
Guest
Stephanie Gillman
Guest
Brian Parker
Guest
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- What is Growth Leaders of Wealth Management?
<p>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. <br><br>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.</p><p><br></p><p>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.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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