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
🇺🇲
Publishing Since
11/29/2023
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Recent Episodes
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...
March 23, 2026
The “Dangerous Middle” — And How RIAs Can Scale Through It
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 differentiated, fast-growing firm rooted in expertise and discipline. Andrew discusses organic growth, navigating the “dangerous middle,” hiring ahead of scale, and why clarity of client—and saying no—are the real drivers of success.
February 12, 2026
Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel
While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity. Abacus Wealth Partners, led by CEO Neela Hummel, has grown to over $3 billion in AUM by ensuring the firm - no matter how large it becomes - stays true to its core values and identity. Abacus was the first certified B-Corp in financial services, and Neela shares with Emigrant's Mark Bruno how this has allowed the firm t...
27 total episodes available with 5 transcripts
Recent guests on RIA+
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
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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