Stay, Move or Sell? An RIA M&A and Transition Playbook | Andy Burgess, Foresight | Advisor Ally Ep21

Stay, Move or Sell? An RIA M&A and Transition Playbook | Andy Burgess, Foresight | Advisor Ally Ep21

Welcome back to Advisor Ally, the podcast where financial advisors get the unfiltered playbook on the biggest career decisions of their lives. Hosted by Vineet Mohan, Founder of FastTrackr.AI.Few people have seen the RIA industry from this many angles. 👤 About the guest:Andy Burgess — Founder, ForesightLinkedIn: https://www.linkedin.com/in/abburgess/Hosted by Vineet Mohan, Founder of FastTrackr.AI — the AI-native platform purpose-built to eliminate the operational nightmare of advisor transitions.

The Advisor Independence Playbook | Robert Noe, Jr. Winthrop & Co. | Advisor Ally E20

In this episode, Vineet sits down with Robert, Co-Founder of Winthrop & Co. one of the most respected boutique advisor transition consultancies in the country. Headquartered in Boston, Winthrop & Co. has helped move billions in AUM across wirehouses, regional firms, hybrid RIAs, and full independents over the last decade.

Chaos of Advisor Transitions and the Fix | Nico DeMaio AdvizorStack, Vineet Mohan FastTrackr AI | Advisor Ally Ep. 19

In this episode, we sit down with Nico DeMaio, President of AdvizorStack, to unpack one of the most painful, and misunderstood processes in wealth management: advisor transitions. From breakaways and M&A deals to operational chaos and client attrition risk, Nico shares what actually happens behind the scenes when advisors change firms — and why the process hasn’t meaningfully evolved in over a decade.

Innovation at Scale | Purva Sule, Vineet Mohan | Advisor Ally Ep 18

In this episode, Vineet Mohan sits down with Purva (Indurkar) Sule, a seasoned financial services leader with over 20 years of experience across Wealth Management and Retail Banking, spanning strategy, digital platforms, data, partnerships, and product leadership.Purva has led enterprise-scale transformations at institutions like Northern Trust and BMO, where she modernized client and advisor platforms, integrated AI-powered solutions, redesigned operating models, and unlocked value through fintech and SaaS ecosystems. Her operating experience is grounded in a strong strategy foundation from McKinsey, complemented by an entrepreneurial perspective as a founder and startup advisor.

Organic Growth, Compounding skills, and Focus | Jeff Fuhrman, Vineet Mohan | Advisor Ally Ep17

In this episode, we sit down with Jeff Fuhrman, a seasoned leader with over 25 years of experience spanning investment banking, tech startups, arts & entertainment, and wealth management.