The Modcast

022: AI in the RIA Space - Beyond the Hype Pt. 1

AI is reshaping wealth management, yet a significant gap exists: while many firms expect the technology to transform their work, they also lack a formal strategy. This episode examines that disconnect, using the evolution of the internet and robo-advisors as historical context. Key topics include: · Practical Applications: How tools for note taking and client follow-ups are boosting immediate productivity. · Operational Efficiency: Using AI to meet the rising demand for digital-first advice. · The Human Element: Why AI is a tool for enhancement rather than a replacement for advisors. · Integration Strategy: Steps for adopting AI to maintain a competitive edge. Episode 013: https://youtu.be/3BC7LibB4OI [https://youtu.be/3BC7LibB4OI] Episode 018: https://youtu.be/EVQhbE6QXe8 [https://youtu.be/EVQhbE6QXe8] Episode 021: https://youtu.be/J6JR5R3AnfY [https://youtu.be/J6JR5R3AnfY] Subscribe on YouTube! https://www.youtube.com/@ModernModcast [https://www.youtube.com/@ModernModcast] https://www.youtube.com/@MeetModernWealth [https://www.youtube.com/@MeetModernWealth] https://www.youtube.com/@AmericasWealthManagementShow [https://www.youtube.com/@AmericasWealthManagementShow] Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ [https://www.linkedin.com/company/meet-modern-wealth-management/] Connect with Us: Modcast.show

021: Three Years of Modern Wealth Management

In this milestone episode, Gordo, Gary, and special guest Mike Capelle, share the journey of Modern Wealth Management's growth to managing over $12 billion AUM and 275 talented professionals. They will discuss how vision, execution, and authentic culture turned early setbacks into springboards for unprecedented success. They break down the unique strategies that fueled their rapid expansion: from employee co-investment that drives ownership and accountability, to the power of a unified firm culture that embraces innovation and problem-solving at every level. Learn why their approach to scaling, one built on trust, active participation, and a future-focused mindset. sets them apart in the fiercely competitive RIA landscape. Key Points: • Employee Co-Investment: Drives ownership and accountability, fueling rapid expansion. • Unified Firm Culture: Embraces innovation and problem-solving at every level. • AI and Regional Expansion: Unlocks new market opportunities and transforms business operations. Episode 001: https://youtu.be/yJuil2Iu2FU [https://youtu.be/yJuil2Iu2FU] Episode 019: https://youtu.be/9yveLiTzdtI [https://youtu.be/9yveLiTzdtI] Episode 016: https://youtu.be/xievF31J5bQ [https://youtu.be/xievF31J5bQ] Episode 012: https://youtu.be/e5g_d_XF7wk [https://youtu.be/e5g_d_XF7wk] Episode 017: https://youtu.be/aodfj3hmvv [https://youtu.be/aodfj3hmvv] A Subscribe on YouTube! https://www.youtube.com/@ModernModcast [https://www.youtube.com/@ModernModcast] https://www.youtube.com/@MeetModernWealth [https://www.youtube.com/@MeetModernWealth] https://www.youtube.com/@AmericasWealthManagementShow [https://www.youtube.com/@AmericasWealthManagementShow] Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ [https://www.linkedin.com/company/meet-modern-wealth-management/] Connect with Us: Modcast.show

020: Navigating Succession and Growth in a Financial Advisory Firm

In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee's Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy with innovation. Veteran financial advisor Bud shares his journey from commission-based work to a fee-only, fiduciary approach, while his son Matt reveals the secrets to balancing family and business. Learn actionable lessons on leadership transition, professional development, and cultural cohesion. Subscribe on YouTube! https://www.youtube.com/@ModernModcast [https://www.youtube.com/@ModernModcast] https://www.youtube.com/@MeetModernWealth [https://www.youtube.com/@MeetModernWealth] https://www.youtube.com/@AmericasWealthManagementShow [https://www.youtube.com/@AmericasWealthManagementShow] Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ [https://www.linkedin.com/company/meet-modern-wealth-management/] Connect with Us: Modcast.show

019: Talent Initiatives: Why Leveling Up Your Team Matters

Join Gary and Gordo as they breakdown exciting initiatives emerging in Modern Wealth Management. Discover how the Modern Women is engaging women through community and education, and delve into the transformative experiences of the Next Generation Leadership program. With nearly 20 participants from diverse roles, this program is shaping the future of leadership with personal storytelling, career planning, and strategic business plans. Joined by Logan DeGraeve, this episode highlights the authentic culture and cross-office collaboration that are driving a new wave of leadership. Tune in to hear about future plans to expand these initiatives and the potential for exciting guest appearances to enhance engagement and reach. Modern Women: https://youtu.be/gVx_SUlwaiU [https://youtu.be/gVx_SUlwaiU] Next Generation Leaders: https://youtu.be/wYz4qujq0Eo [https://youtu.be/wYz4qujq0Eo] Subscribe on YouTube! https://www.youtube.com/@ModernModcast [https://www.youtube.com/@ModernModcast] https://www.youtube.com/@MeetModernWealth [https://www.youtube.com/@MeetModernWealth] https://www.youtube.com/@AmericasWealthManagementShow [https://www.youtube.com/@AmericasWealthManagementShow] Episode 003: https://youtu.be/ToN_dx4P1FI [https://youtu.be/ToN_dx4P1FI] Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ [https://www.linkedin.com/company/meet-modern-wealth-management/] Connect with Us: Modcast.show

018: The State of M&A with Allen Darby

Join us as Gary Roth and Jason Gordo unravel the complexities of the RIA market with the CEO of Alaris Acquisitions, and friend of the show, Allen Darby. Discover why auction processes often fall short in securing the best deals, and learn how data-driven compatibility and cultural alignment can transform M&A success. With insights into the shadow market and predictions for future industry growth, this episode is a must-listen for anyone navigating the evolving landscape of mergers and acquisitions. Learn more about The Buyer's Boardroom: https://www.alarisacquisitions.com/thebuyersboardroom [https://www.alarisacquisitions.com/thebuyersboardroom] Catch Gordo on The Buyer's Boardroom: https://www.youtube.com/watch?v=RBnfcdL9wlk [https://www.youtube.com/watch?v=RBnfcdL9wlk] Subscribe on YouTube! https://www.youtube.com/@ModernModcast [https://www.youtube.com/@ModernModcast] https://www.youtube.com/@MeetModernWealth [https://www.youtube.com/@MeetModernWealth] https://www.youtube.com/@AmericasWealthManagementShow [https://www.youtube.com/@AmericasWealthManagementShow] Episode 013: https://youtu.be/3BC7LibB4OI [https://youtu.be/3BC7LibB4OI] Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ [https://www.linkedin.com/company/meet-modern-wealth-management/] Connect with Us: Modcast.show