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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Washington Watch Daily Live Radio Show
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On today's program, hosted by Jody Hice: Gordon Chang, Distinguished Senior Fellow at the Gatestone Institute, analyzes the threat Iran poses to Israel and discusses how the Communist Party of China has sought to influence the region. Brent Keilen,
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On today's program, hosted by Jody Hice: Chris Mitchell, Middle East Bureau Chief for CBN News, reports from Jerusalem as Israel remains on high alert for a direct strike from Iran. Scott Perry, U.S. Representative for Pennsylvania's 10th District,
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Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
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Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a to…
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On today's program, hosted by Jody Hice: Eli Crane, U.S. Representative from the 2ndDistrict of Arizona, reacts to the Iranian President's threats to attack Israeli bases in neighboring countries and offers his thoughts as a former Navy SEAL on the
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On today's program, hosted by Jody Hice: Glenn Grothman, U.S. Representative for the 6th District of Wisconsin, comments on former President Trump's Thursday press conference and shares his insights on Gov. Tim Walz. He also unpacks a new report on
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On today's program, hosted by Jody Hice: Eric Burlison, U.S. Representative for the 7th District of Missouri, shares why the House Oversight and Accountability Committee has launched an investigation into Vice President Kamala Harris's role in the
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On today's program, hosted by Jody Hice: Moses Bratrud, Director of Strategy at the Minnesota Family Council, unpacks the selection of Minnesota Governor Tim Walz as Kamala Harris's running mate. Randy Weber, U.S. Representative for the 14th
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On today's program: Nathaniel Moran, U.S. Representative for the 1st District of Texas, responds to tension in the Middle East as the threat of a regional war against Israel remains high. Chip Roy, U.S. Representative for the 21st District of Texas,
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On today's program: Jerry Bowyer, Bowyer Research President, offer his analysis of the July jobs report and assesses the state of the economy. Lt. Col. (Ret.) Bob Maginnis, FRC's Senior Fellow for National Security, comments on the latest turmoil in
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On today's program: Warren Davidson, U.S. Representative for the 8th District of Ohio, reacts to the massive hostage swap between seven countries and the unrest in Venezuela. Greg Steube, U.S. Representative for the 17th District of Florida,
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On today's program: Lindsey Graham, U.S. Senator from South Carolina, discusses the Senate hearing to examine the assassination attempt on former President Trump and responds to recent events in the Middle East. Meg Kilgannon, FRC's Senior Fellow
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On today's program: Chuck Fleischmann, U.S. Representative for Tennessee's 3rd District, responds to President Biden's radical proposals for the U.S. Supreme Court. Stephanie Taub, First Liberty Institute Senior Counsel, reacts to the ACLU of
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On today's program: Pete Sessions, U.S. Representative for the 17th District of Texas, provides an update on the congressional task force to investigate the attempted assassination of former President Donald Trump. He also comments on President
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Integrating Wealth Management and Accounting: Choreo’s Strategic Vision
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Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlighting the strategic acquisition of RSM's US Wealth Management practice and the firm's impressive growth tr…
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On today's program, hosted by Jody Hice: Tim Burchett, U.S. Representative for the 2nd District of Tennessee, unpacks Israel Prime Minister Benjamin Netanyahu's recent discussions with U.S. leaders and reacts to the recent pro-Hamas riots in
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On today's program: Andy Biggs, U.S. Representative for the 5th District of Arizona, responds to FBI Director Christopher Wray's testimony before the House Judiciary Committee regarding the assassination attempt on former President Donald Trump.
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On today's program: Chris Smith, U.S. Representative for the 4th District of New Jersey, responds to Israeli Prime Minister Benjamin Netanyahu's address to a joint meeting of Congress. Caroline Glick, Senior Contributing Editor of Jewish News
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On today's program: Ashley Hinson, U.S. Representative for the 2nd District of Iowa, shares what she heard at Tuesday's hearing on "The Great Firewall and the CCP's Export of its Techno-Authoritarian State." Chris Mitchell, Middle East Bureau Chief
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On today's program: Eric Burlison, U.S. Representative for the 7th District of Missouri, shares what he heard from Secret Service Director Kimberly Cheatle's Capitol Hill testimony on the attempted assassination of former president Donald Trump. He
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On today's program: Keith Self, U.S. Representative for the 3rd District of Texas, reflects on the 2024 RNC Convention and comments on a Department of Homeland Security report finding the largest housing provider for migrant children engaged in
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On today's program: Pete Sessions, U.S. Representative for the 17th District of Texas, provides an update on the House Oversight and Accountability Committee's investigation into the U.S. Secret Service following the assassination attempt on former
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On today's program: Sonja Shaw, Chino Valley Unified School District Board of Education President, explains why her school district has sued California Governor Gavin Newsom for a state law banning school districts from requiring that parents be
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Altruist’s Unmatched and Mission Driven Growth
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Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's…
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Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
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26:07
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Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we l…
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