Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.
Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered...
Scott Bills considered himself a Merrill lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.
The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2 billion RIA and the power of freedom in the independent space, to crypto, digitization, ETFs and Elon Musk and Tesla.
In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask before taking meetings or calls regarding a transition.
FP Transitions CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, and more.
Amir Monsefi, the co-founder and CEO of AIRE Advisors, describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former resident director shares how building their own RIA allowed them the freedom to...
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”
The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible organic growth at Hirtle, Callahan & Co., the impact of the OCIO model, and much more.
