Are you ready to revolutionize your firm’s growth strategy in the wealth management industry?

Discover how to unlock the full potential of your wealth management firm with growth strategies and technology integration from industry leader Joe Duran of Rise Growth Partners.

In this episode, Rusty Sommer interviews Joe Duran, Managing Partner at Rise Growth Partners, to highlight essential growth strategies for advisory firms. They explore the critical gaps in brand innovation, technology application, and growth imagination that firms need to address. With expertise from Joe’s extensive background, this episode offers actionable insights for firms looking to evolve. 

Joe discusses: 

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• (02:37) The strongest headwinds advisors are facing that he can help them break through
  
• (06:47) The importance of brand and culture within financial firms
  
• (20:01) Rise Growth Partners’ strategic investment in Bleakly Financial Group and the importance of technology in financial firms
  
• (27:31) How integrating technology to streamline processes improves productivity, satisfaction, and retention, ultimately benefiting client service and firm growth
  

Resources:

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• The Money Code: Improve Your Entire Financial Life Right Now by Joe Duran
  
• Duran Start It, Sell It and Make a Mint by Joe Duran
  
• First Time Investor’s Workbook: A Hands-On Guide to Implementing a Successful Investment Plan by Joe Duran
  

Connect with Joe Duran:

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• Rise Growth Partners
  
• LinkedIn: Joe Duran
  

Connect with Rusty Sommer:

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• Rusty.sommer@flyerft.com 
  
• LinkedIn: Rusty Sommer
  
• Twitter: @RustySommer
  
• Flyer Financial Technologies
  
• LinkedIn: Flyer Financial Technologies
  
• Twitter: Flyer_FT
  

About our Guest:

Joe is a serial entrepreneur and an industry visionary in wealth management and wealthtech. 

Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business. Joe founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July, 2019. Prior to that he built and sold Centurion Capital, one of the first Turnkey Asset Management Platforms to General Electric where he served as President of GE Private Asset Management (now NYSE listed AssetMark.) 

He has written three books on investing and entrepreneurship and has been on the New York Times and USA bestseller lists. Joe is a sought after conference speaker and appears frequently on a broad spectrum of media from CNBC to Goop.

Joe has MBAs from Columbia University and UC Berkeley, and an undergraduate degree from Saint Louis University. He is a CFA Charterholder and a member of YPO. He has been a Yogi for decades, meditates daily and is an avid beach volleyball player. 

Joe is married to Jennifer and they have three daughters that they cherish.  They live in Laguna Beach, California and Tribeca, New York. They travel frequently, love dining, dancing and live concerts.