020: Navigating Succession and Growth in a Financial Advisory Firm

024: AI in the RIA Space: Beyond the Hype Pt. 2

Many financial advisory firms underestimate how quickly AI will transform their industry. In this episode of Modcast, we reveal how top firms leverage AI to enhance client relationships, automate tasks, and create personalized experiences. * Discover AI-driven client interactions and portfolio insights. * Learn about cost-saving automation and specialist expertise augmentation. * Explore real-world examples of AI in action, like meeting prep and digital workforces. Neglecting AI now could leave your firm behind. This episode is essential for wealth managers and financial advisors seeking a competitive edge. Tune in to harness AI as your advantage and grow your business faster than ever before. Episode 022 - AI in the RIA Space: Beyond the Hype Pt. 1: https://youtu.be/1CczOT70nrk [https://youtu.be/1CczOT70nrk] Episode 023 - David Canter's 6 Key Assumptions About the RIA Industry: https://youtu.be/Fd7AGf7Yplw [https://youtu.be/Fd7AGf7Yplw] Episode 021 - Three Years of Modern Wealth Management: https://youtu.be/J6JR5R3AnfY [https://youtu.be/J6JR5R3AnfY] Episode 018: The State of M&A with Alan Darby: https://youtu.be/EVQhbE6QXe8 [https://youtu.be/EVQhbE6QXe8] 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/] Learn more about Modern Wealth: https://modcast.show [https://modcast.show/]

023: David Canter's 6 Key Assumptions About the RIA Industry & the Characteristics of a True Platform

What does the future of the RIA industry look like today? In our latest episode we feature a special guest and friend of the show, wealth management veteran David Canter, revealing the six fundamental assumptions transforming the industry right now. If you're committed to staying ahead of chaos and capitalizing on unprecedented change, this episode is your blueprint. You'll learn: * David's six key assumptions about the RIA industry * The five core characteristics every true wealth management platform should include * The seven levers of growth * And more Hi-Fidelity Live: https://www.youtube.com/watch?v=p4KjeKc92QA [https://www.youtube.com/watch?v=p4KjeKc92QA] Episode 009 - The Impact of Private Equity on the RIA Industry: https://youtu.be/XpKBalA-Kn4 [https://youtu.be/XpKBalA-Kn4] Episode 016 - Insights from a Financial Industry Veteran with Derek Bruton: https://youtu.be/xievF31J5bQ [https://youtu.be/xievF31J5bQ] Episode 018: The State of M&A with Alan Darby: https://youtu.be/EVQhbE6QXe8 [https://youtu.be/EVQhbE6QXe8] Episode 022 - AI in the RIA Space: Beyond the Hype Pt. 1: https://youtu.be/1CczOT70nrk [https://youtu.be/1CczOT70nrk] 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/] Learn more about Modern Wealth: https://modcast.show [https://modcast.show]

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