by Mark Bruno
Podcast Authority
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Podcast Overview
<p>RIA+ 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. </p>
Language
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Publishing Since
11/29/2023
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Recent Episodes
July 28, 2026
From Data to Decisions: Building an AI-Ready RIA
Emigrant's Mark Bruno interviews Addepar's Janeen France about building an AI-ready RIA through data strategy, operational readiness, and cultural shifts.
June 15, 2026
Ray Sclafani's 10% Rule: Turbocharging Your Organic Growth (Part 2)
Host [Host Name] interviews Ray Sclafani, Founder and CEO of Clientwise, as they explore his "10% Rule" for turbocharging organic growth in RIAs.
May 5, 2026
Reinventing the Model: Jim Dickson on the Future of Partnership
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 landscape. He outlines the specific challenges advisors face around growth, alignment, and support after they go independent —and why traditional aggregators and PE-backed models often fall short. Jim and Mark also touch on the exceptional growth Ele...
29 total episodes available with 7 transcripts
Recent guests on RIA+
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Janeen France
Guest
Ray Sclafani
Guest
Joe Anderson
Guest
Jason Carver
Guest
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Frequently asked questions
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- What is RIA+?
<p>RIA+ 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. </p> - How often does this podcast release new episodes?
This podcast updates bi-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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